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
451
$16K 0.01%
+46
452
$15K 0.01%
98
-488
453
$15K 0.01%
214
-48
454
$15K 0.01%
314
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455
$15K 0.01%
148
+21
456
$15K 0.01%
64
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457
$15K 0.01%
595
+215
458
$15K 0.01%
330
+78
459
$15K 0.01%
20
460
$15K 0.01%
215
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461
$14K 0.01%
+107
462
$14K 0.01%
+605
463
$14K 0.01%
736
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464
$14K 0.01%
210
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465
$14K 0.01%
437
466
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106
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467
$14K 0.01%
365
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468
$14K 0.01%
745
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469
$14K 0.01%
63
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500
471
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150
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472
$13K 0.01%
65
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473
$13K 0.01%
69
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474
$13K 0.01%
184
475
$13K 0.01%
80
+27
17 18
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