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
301
$34K 0.01%
154
-27
302
$34K 0.01%
178
+23
303
$34K 0.01%
67
-4
304
$34K 0.01%
174
-8
305
$34K 0.01%
826
+732
306
$34K 0.01%
622
+150
307
$33K 0.01%
183
+8
308
$32K 0.01%
875
+545
309
$32K 0.01%
1,086
+744
310
$32K 0.01%
83
-10
311
$32K 0.01%
573
+122
312
$32K 0.01%
498
+283
313
$31K 0.01%
215
+114
314
$31K 0.01%
150
+75
315
$31K 0.01%
1,803
+1,276
316
$31K 0.01%
207
317
$31K 0.01%
153
+44
318
$31K 0.01%
409
+164
319
$31K 0.01%
696
-36
320
$31K 0.01%
906
321
$31K 0.01%
2,895
+746
322
$31K 0.01%
6,691
-3,237
323
$31K 0.01%
+1,160
324
$31K 0.01%
+225
325
$31K 0.01%
487
+111
11 12
13
14 15