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

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
551
$16.2K ﹤0.01%
+394
552
$15.9K ﹤0.01%
952
+920
553
$15.9K ﹤0.01%
58
+54
554
$15.7K ﹤0.01%
269
+194
555
$15.7K ﹤0.01%
731
-533
556
$15.3K ﹤0.01%
241
557
$15.2K ﹤0.01%
164
+42
558
$15K ﹤0.01%
141
+14
559
$15K ﹤0.01%
1,564
560
$14.9K ﹤0.01%
334
+282
561
$14.9K ﹤0.01%
+256
562
$14.9K ﹤0.01%
276
-267
563
$14.5K ﹤0.01%
379
+21
564
$14.5K ﹤0.01%
409
565
$14.4K ﹤0.01%
197
566
$14.4K ﹤0.01%
163
567
$14K ﹤0.01%
90
568
$14K ﹤0.01%
140
569
$13.9K ﹤0.01%
230
570
$13.9K ﹤0.01%
+193
571
$13.8K ﹤0.01%
221
+23
572
$13.8K ﹤0.01%
10
+6
573
$13.8K ﹤0.01%
432
574
$13.7K ﹤0.01%
65
575
$13.6K ﹤0.01%
42
+3