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
401
$20K 0.01%
109
+32
402
$20K 0.01%
344
+113
403
$20K 0.01%
3,808
+1,876
404
$20K 0.01%
+213
405
$20K 0.01%
222
+84
406
$20K 0.01%
72
-112
407
$20K 0.01%
473
+65
408
$19K 0.01%
+214
409
$19K 0.01%
773
+100
410
$19K 0.01%
137
+82
411
$19K 0.01%
331
412
$19K 0.01%
875
413
$19K 0.01%
942
+672
414
$19K 0.01%
282
-18
415
$19K 0.01%
305
+120
416
$19K 0.01%
206
+41
417
$18K 0.01%
361
+89
418
$18K 0.01%
505
+266
419
$18K 0.01%
80
+20
420
$18K 0.01%
132
-21
421
$18K 0.01%
127
+23
422
$18K 0.01%
99
+46
423
$18K 0.01%
547
+111
424
$18K 0.01%
239
+75
425
$18K 0.01%
408
+108
15 16
17
18 19