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
501
$12K ﹤0.01%
63
502
$12K ﹤0.01%
400
503
$12K ﹤0.01%
210
+76
504
$11K ﹤0.01%
+482
505
$11K ﹤0.01%
21
+9
506
$11K ﹤0.01%
33
-5
507
$11K ﹤0.01%
272
+63
508
$11K ﹤0.01%
86
-24
509
$11K ﹤0.01%
23
+22
510
$11K ﹤0.01%
373
+65
511
$11K ﹤0.01%
135
-45
512
$11K ﹤0.01%
426
513
$11K ﹤0.01%
252
-62
514
$11K ﹤0.01%
223
+66
515
$11K ﹤0.01%
+377
516
$11K ﹤0.01%
+602
517
$11K ﹤0.01%
+137
518
$11K ﹤0.01%
206
+152
519
$11K ﹤0.01%
78
520
$11K ﹤0.01%
38
+34
521
$11K ﹤0.01%
110
522
$11K ﹤0.01%
100
-6
523
$10K ﹤0.01%
332
-138
524
$10K ﹤0.01%
256
+53
525
$10K ﹤0.01%
+564
19 20
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