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
751
$2K ﹤0.01%
26
752
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17
753
$2K ﹤0.01%
11
-56
754
$2K ﹤0.01%
10
755
$2K ﹤0.01%
6
756
$2K ﹤0.01%
64
757
$2K ﹤0.01%
+15
758
$2K ﹤0.01%
400
759
$2K ﹤0.01%
7
760
$2K ﹤0.01%
82
761
$2K ﹤0.01%
8
762
$2K ﹤0.01%
+52
763
$1K ﹤0.01%
+3
764
$1K ﹤0.01%
11
-22
765
$1K ﹤0.01%
55
766
$1K ﹤0.01%
8
767
$1K ﹤0.01%
18
768
$1K ﹤0.01%
18
769
$1K ﹤0.01%
+9
770
$1K ﹤0.01%
+32
771
$1K ﹤0.01%
+18
772
$1K ﹤0.01%
13
+3
773
$1K ﹤0.01%
+11
774
$1K ﹤0.01%
+6
775
$1K ﹤0.01%
+6
29 30
31
32 33