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
$251M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.1M
3
+$8.71M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.86M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.46M

Top Sells

1
+$12.6M
2
+$4.59M
3
+$339K
4
NEM icon
Newmont
NEM
+$242K
5
BND icon
Vanguard Total Bond Market
BND
+$239K

Sector Composition

1 Technology 3.98%
2 Financials 3.44%
3 Communication Services 1.93%
4 Healthcare 1.76%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$39K 0.02%
3,195
+1,140
277
$39K 0.02%
592
+30
278
$39K 0.02%
405
+111
279
$38K 0.02%
812
+201
280
$38K 0.02%
811
+226
281
$38K 0.02%
356
+105
282
$38K 0.02%
252
+7
283
$37K 0.01%
790
+360
284
$37K 0.01%
65
+1
285
$37K 0.01%
49
-6
286
$37K 0.01%
93
+52
287
$37K 0.01%
1,305
+364
288
$37K 0.01%
608
+246
289
$37K 0.01%
351
+70
290
$36K 0.01%
260
+73
291
$36K 0.01%
558
+317
292
$36K 0.01%
+516
293
$36K 0.01%
113
-44
294
$35K 0.01%
483
+159
295
$35K 0.01%
448
-5
296
$35K 0.01%
336
+39
297
$35K 0.01%
384
+180
298
$35K 0.01%
1,330
+178
299
$34K 0.01%
302
-112
300
$34K 0.01%
174
+143
10 11
12
13 14