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
376
$23K 0.01%
65
+1
377
$23K 0.01%
169
+28
378
$23K 0.01%
1,642
-933
379
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+63
380
$23K 0.01%
372
+278
381
$22K 0.01%
431
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382
$22K 0.01%
290
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383
$22K 0.01%
187
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384
$22K 0.01%
+165
385
$22K 0.01%
636
-461
386
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200
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387
$22K 0.01%
586
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388
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1,058
+204
389
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168
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390
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391
$22K 0.01%
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392
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400
393
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612
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$21K 0.01%
163
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396
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397
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526
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398
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+169
399
$21K 0.01%
894
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400
$21K 0.01%
142
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14 15
16
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