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
576
$8K ﹤0.01%
23
-17
577
$8K ﹤0.01%
24
578
$8K ﹤0.01%
120
+97
579
$8K ﹤0.01%
124
-292
580
$8K ﹤0.01%
64
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581
$8K ﹤0.01%
+236
582
$8K ﹤0.01%
260
-241
583
$8K ﹤0.01%
48
+37
584
$8K ﹤0.01%
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+11
585
$8K ﹤0.01%
185
-13
586
$7K ﹤0.01%
27
-16
587
$7K ﹤0.01%
39
588
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59
+1
589
$7K ﹤0.01%
36
590
$7K ﹤0.01%
100
591
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114
592
$7K ﹤0.01%
97
593
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97
594
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+84
595
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102
+27
596
$7K ﹤0.01%
59
+9
597
$7K ﹤0.01%
621
598
$7K ﹤0.01%
125
+54
599
$7K ﹤0.01%
500
+380
600
$7K ﹤0.01%
48
+32
22 23
24
25 26