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
451
$30.4K 0.01%
182
452
$30.4K 0.01%
639
+3
453
$30.4K 0.01%
123
454
$30.2K 0.01%
+282
455
$29.9K 0.01%
600
456
$29.7K 0.01%
86
457
$29.7K 0.01%
77
458
$29.6K 0.01%
928
-83
459
$29.6K 0.01%
279
+239
460
$29.6K 0.01%
258
+47
461
$29.5K 0.01%
67
+42
462
$29.1K 0.01%
224
463
$29K 0.01%
3,057
-2,554
464
$29K 0.01%
465
-6
465
$28.8K 0.01%
314
-20
466
$28.7K 0.01%
580
+47
467
$28.6K 0.01%
454
468
$28.2K 0.01%
+819
469
$28.2K 0.01%
872
+42
470
$28K 0.01%
2,837
+133
471
$27.7K 0.01%
+333
472
$27.5K 0.01%
337
+300
473
$27.4K 0.01%
900
+571
474
$27.3K 0.01%
135
475
$27.1K 0.01%
295
+29
17 18
19
20 21