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
426
$34.5K 0.01%
977
+110
427
$34.1K 0.01%
935
-1,061
428
$33.9K 0.01%
+74
429
$33.5K 0.01%
225
430
$33.4K 0.01%
676
-219
431
$33.4K 0.01%
1,200
432
$33.4K 0.01%
990
+590
433
$33.3K 0.01%
305
434
$33.2K 0.01%
200
435
$33.1K 0.01%
906
436
$33K 0.01%
252
+30
437
$33K 0.01%
802
+429
438
$32.8K 0.01%
1,067
+960
439
$32K 0.01%
754
-336
440
$31.9K 0.01%
205
441
$31.7K 0.01%
1,181
+638
442
$31.2K 0.01%
153
443
$31.1K 0.01%
5,308
+5,281
444
$31.1K 0.01%
302
445
$30.8K 0.01%
814
446
$30.6K 0.01%
773
+524
447
$30.6K 0.01%
381
+223
448
$30.5K 0.01%
285
449
$30.5K 0.01%
513
450
$30.4K 0.01%
+568
16 17
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