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
351
$55.3K 0.01%
171
+110
352
$54.9K 0.01%
797
+497
353
$54.4K 0.01%
921
-343
354
$53.7K 0.01%
790
-137
355
$52.4K 0.01%
200
356
$52.3K 0.01%
905
357
$52.1K 0.01%
299
+19
358
$51.7K 0.01%
1,124
+36
359
$51.5K 0.01%
173
+23
360
$51.2K 0.01%
74
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361
$51K 0.01%
1,556
-103
362
$50.8K 0.01%
2,137
+130
363
$48.9K 0.01%
234
+219
364
$48.6K 0.01%
854
+108
365
$47.9K 0.01%
175
+34
366
$47.8K 0.01%
+1,320
367
$47.3K 0.01%
445
368
$46.9K 0.01%
640
369
$46.9K 0.01%
536
370
$46.3K 0.01%
+15
371
$46.2K 0.01%
922
+129
372
$46.1K 0.01%
505
+137
373
$46K 0.01%
416
+7
374
$45.6K 0.01%
508
375
$45.5K 0.01%
206
+113
13 14
15
16 17