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
351
$26K 0.01%
545
+168
352
$26K 0.01%
520
-332
353
$25K 0.01%
1,495
354
$25K 0.01%
93
+82
355
$25K 0.01%
116
+31
356
$25K 0.01%
+389
357
$25K 0.01%
642
-112
358
$25K 0.01%
383
+255
359
$25K 0.01%
695
+255
360
$24K 0.01%
337
+22
361
$24K 0.01%
85
+76
362
$24K 0.01%
148
+39
363
$24K 0.01%
117
+56
364
$24K 0.01%
208
+176
365
$24K 0.01%
190
+146
366
$24K 0.01%
1,237
+1,059
367
$24K 0.01%
108
-127
368
$24K 0.01%
265
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369
$24K 0.01%
214
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370
$24K 0.01%
479
+388
371
$24K 0.01%
834
+561
372
$23K 0.01%
165
+61
373
$23K 0.01%
744
+242
374
$23K 0.01%
1,263
375
$23K 0.01%
372
+139
13 14
15
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