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
526
$10K ﹤0.01%
655
+403
527
$10K ﹤0.01%
146
+58
528
$10K ﹤0.01%
31
+28
529
$10K ﹤0.01%
156
-14
530
$10K ﹤0.01%
224
+150
531
$10K ﹤0.01%
+53
532
$10K ﹤0.01%
1,827
533
$10K ﹤0.01%
51
+46
534
$10K ﹤0.01%
181
-13
535
$10K ﹤0.01%
412
536
$10K ﹤0.01%
117
-25
537
$10K ﹤0.01%
196
+106
538
$10K ﹤0.01%
56
539
$10K ﹤0.01%
185
+112
540
$10K ﹤0.01%
128
541
$10K ﹤0.01%
68
+40
542
$10K ﹤0.01%
772
543
$10K ﹤0.01%
86
+56
544
$9K ﹤0.01%
291
+84
545
$9K ﹤0.01%
108
+13
546
$9K ﹤0.01%
5
547
$9K ﹤0.01%
300
-750
548
$9K ﹤0.01%
33
549
$9K ﹤0.01%
+463
550
$9K ﹤0.01%
167
+55
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