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
326
$31K 0.01%
916
+84
327
$30K 0.01%
363
328
$30K 0.01%
231
329
$29K 0.01%
190
+64
330
$29K 0.01%
223
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331
$29K 0.01%
146
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332
$29K 0.01%
174
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333
$29K 0.01%
480
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334
$29K 0.01%
127
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335
$29K 0.01%
+123
336
$29K 0.01%
536
+338
337
$28K 0.01%
127
+3
338
$28K 0.01%
+847
339
$28K 0.01%
1,667
+109
340
$28K 0.01%
314
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341
$28K 0.01%
56
342
$27K 0.01%
236
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343
$27K 0.01%
403
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344
$27K 0.01%
129
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345
$27K 0.01%
83
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346
$27K 0.01%
66
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347
$27K 0.01%
140
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348
$27K 0.01%
18,192
+2,984
349
$26K 0.01%
268
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350
$26K 0.01%
306
-56
12 13
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15 16