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
476
$13K 0.01%
500
477
$13K 0.01%
96
-16
478
$13K 0.01%
129
-474
479
$13K 0.01%
274
-75
480
$13K 0.01%
331
+49
481
$13K 0.01%
51
+6
482
$12K ﹤0.01%
175
483
$12K ﹤0.01%
51
+26
484
$12K ﹤0.01%
412
+119
485
$12K ﹤0.01%
125
+56
486
$12K ﹤0.01%
51
-66
487
$12K ﹤0.01%
514
+4
488
$12K ﹤0.01%
210
+60
489
$12K ﹤0.01%
58
-75
490
$12K ﹤0.01%
+153
491
$12K ﹤0.01%
56
492
$12K ﹤0.01%
87
493
$12K ﹤0.01%
131
494
$12K ﹤0.01%
391
+365
495
$12K ﹤0.01%
339
+54
496
$12K ﹤0.01%
112
+12
497
$12K ﹤0.01%
63
-102
498
$12K ﹤0.01%
+150
499
$12K ﹤0.01%
47
+25
500
$12K ﹤0.01%
+60
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