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
626
$6K ﹤0.01%
36
-11
627
$6K ﹤0.01%
20
628
$6K ﹤0.01%
34
629
$6K ﹤0.01%
74
-1
630
$6K ﹤0.01%
167
631
$5K ﹤0.01%
+634
632
$5K ﹤0.01%
+196
633
$5K ﹤0.01%
71
-105
634
$5K ﹤0.01%
88
-40
635
$5K ﹤0.01%
59
-85
636
$5K ﹤0.01%
+54
637
$5K ﹤0.01%
895
-895
638
$5K ﹤0.01%
15
639
$5K ﹤0.01%
49
-29
640
$5K ﹤0.01%
121
-16
641
$5K ﹤0.01%
90
+40
642
$5K ﹤0.01%
102
-72
643
$5K ﹤0.01%
4
-2
644
$5K ﹤0.01%
115
-206
645
$5K ﹤0.01%
52
+5
646
$5K ﹤0.01%
225
-6,550
647
$5K ﹤0.01%
+142
648
$5K ﹤0.01%
23
+7
649
$5K ﹤0.01%
+74
650
$5K ﹤0.01%
53
24 25
26
27 28