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
726
$2K ﹤0.01%
+21
727
$2K ﹤0.01%
28
728
$2K ﹤0.01%
24
-14
729
$2K ﹤0.01%
19
-16
730
$2K ﹤0.01%
+21
731
$2K ﹤0.01%
47
732
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18
+5
733
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21
+1
734
$2K ﹤0.01%
53
-64
735
$2K ﹤0.01%
4
-15
736
$2K ﹤0.01%
55
737
$2K ﹤0.01%
+82
738
$2K ﹤0.01%
+10
739
$2K ﹤0.01%
36
740
$2K ﹤0.01%
5
741
$2K ﹤0.01%
28
742
$2K ﹤0.01%
36
743
$2K ﹤0.01%
120
744
$2K ﹤0.01%
+60
745
$2K ﹤0.01%
12
746
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22
747
$2K ﹤0.01%
17
748
$2K ﹤0.01%
6
-4
749
$2K ﹤0.01%
40
750
$2K ﹤0.01%
+9
28 29
30
31 32