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
676
$4K ﹤0.01%
+140
677
$4K ﹤0.01%
27
678
$4K ﹤0.01%
20
+15
679
$4K ﹤0.01%
47
680
$4K ﹤0.01%
12
-6
681
$4K ﹤0.01%
17
682
$4K ﹤0.01%
47
+41
683
$4K ﹤0.01%
+108
684
$4K ﹤0.01%
+49
685
$4K ﹤0.01%
+18
686
$4K ﹤0.01%
159
687
$4K ﹤0.01%
+40
688
$4K ﹤0.01%
109
-48
689
$3K ﹤0.01%
22
+8
690
$3K ﹤0.01%
243
+135
691
$3K ﹤0.01%
53
-9
692
$3K ﹤0.01%
34
-14
693
$3K ﹤0.01%
+94
694
$3K ﹤0.01%
7
-43
695
$3K ﹤0.01%
23
-10
696
$3K ﹤0.01%
52
+12
697
$3K ﹤0.01%
22
-5
698
$3K ﹤0.01%
4
699
$3K ﹤0.01%
43
-24
700
$3K ﹤0.01%
+275
26 27
28
29 30