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
501
$23.6K 0.01%
249
502
$23.2K 0.01%
731
-44
503
$23.1K 0.01%
418
-12
504
$23.1K 0.01%
+1,148
505
$22.9K 0.01%
150
506
$22.7K 0.01%
52
507
$22.7K 0.01%
111
508
$22.6K 0.01%
105
+46
509
$22.5K 0.01%
642
+620
510
$22.4K 0.01%
353
511
$22.4K 0.01%
7,574
+2,562
512
$22K 0.01%
1,285
513
$21.6K 0.01%
1,637
-279
514
$21.6K 0.01%
314
515
$21.5K 0.01%
195
+13
516
$21.4K 0.01%
1,029
+136
517
$21.3K 0.01%
1,333
+627
518
$20.6K 0.01%
660
+96
519
$20.4K 0.01%
144
+33
520
$20.3K 0.01%
44
521
$20.1K 0.01%
132
+33
522
$20K 0.01%
731
-93
523
$19.9K 0.01%
467
524
$19.8K 0.01%
112
+10
525
$19.4K 0.01%
99
19 20
21
22 23