JWM

Janiczek Wealth Management Portfolio holdings

AUM $477M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.32M
3
+$1.38M
4
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$974K
5
AMZN icon
Amazon
AMZN
+$907K

Top Sells

1
+$515K
2
+$178K
3
+$145K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$111K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$96.3K

Sector Composition

1 Technology 7.07%
2 Financials 3.8%
3 Healthcare 2.64%
4 Energy 2.47%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$98.8K 0.03%
1,932
-69
252
$98.7K 0.03%
1,231
+710
253
$98.7K 0.03%
911
+63
254
$97.3K 0.03%
15,248
+1,131
255
$97.1K 0.03%
257
+100
256
$95.1K 0.03%
370
+6
257
$92.9K 0.02%
+1,168
258
$90.8K 0.02%
754
+285
259
$90.7K 0.02%
865
-60
260
$90.6K 0.02%
401
-10
261
$89.5K 0.02%
401
+8
262
$88.7K 0.02%
3,044
+2,823
263
$87.6K 0.02%
4,302
+1,010
264
$87.6K 0.02%
3,760
265
$87.3K 0.02%
135
+9
266
$87.2K 0.02%
576
267
$87.2K 0.02%
+3,956
268
$87K 0.02%
929
+41
269
$86.1K 0.02%
3,562
+909
270
$85.9K 0.02%
873
271
$85K 0.02%
616
+86
272
$84.8K 0.02%
+3,100
273
$84.5K 0.02%
+1,408
274
$84.2K 0.02%
+2,401
275
$84.1K 0.02%
2,990
-139
9 10
11
12 13