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
551
$9K ﹤0.01%
78
+25
552
$9K ﹤0.01%
766
-322
553
$9K ﹤0.01%
+517
554
$9K ﹤0.01%
33
+22
555
$9K ﹤0.01%
75
+43
556
$9K ﹤0.01%
257
+10
557
$9K ﹤0.01%
18
-25
558
$9K ﹤0.01%
2,485
+2,099
559
$9K ﹤0.01%
541
+82
560
$9K ﹤0.01%
327
561
$9K ﹤0.01%
664
+594
562
$9K ﹤0.01%
325
+35
563
$9K ﹤0.01%
38
+18
564
$8K ﹤0.01%
504
+63
565
$8K ﹤0.01%
52
566
$8K ﹤0.01%
109
+30
567
$8K ﹤0.01%
133
+39
568
$8K ﹤0.01%
51
+14
569
$8K ﹤0.01%
317
+135
570
$8K ﹤0.01%
152
571
$8K ﹤0.01%
1,930
-5
572
$8K ﹤0.01%
27
-8
573
$8K ﹤0.01%
248
574
$8K ﹤0.01%
45
575
$8K ﹤0.01%
283
-35
21 22
23
24 25