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
651
$5K ﹤0.01%
63
652
$5K ﹤0.01%
+35
653
$5K ﹤0.01%
64
-77
654
$5K ﹤0.01%
+196
655
$5K ﹤0.01%
134
+103
656
$4K ﹤0.01%
80
657
$4K ﹤0.01%
21
+5
658
$4K ﹤0.01%
44
+33
659
$4K ﹤0.01%
659
-1,693
660
$4K ﹤0.01%
249
+141
661
$4K ﹤0.01%
46
-18
662
$4K ﹤0.01%
156
-28
663
$4K ﹤0.01%
50
-10
664
$4K ﹤0.01%
+128
665
$4K ﹤0.01%
163
666
$4K ﹤0.01%
6
+5
667
$4K ﹤0.01%
140
+30
668
$4K ﹤0.01%
36
-179
669
$4K ﹤0.01%
120
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670
$4K ﹤0.01%
302
671
$4K ﹤0.01%
19
+12
672
$4K ﹤0.01%
85
+57
673
$4K ﹤0.01%
68
-20
674
$4K ﹤0.01%
18
+15
675
$4K ﹤0.01%
52
25 26
27
28 29