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
$379M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.32M
3
+$1.38M
4
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$974K
5
AMZN icon
Amazon
AMZN
+$907K

Top Sells

1
+$515K
2
+$178K
3
+$145K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$111K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$96.3K

Sector Composition

1 Technology 7.07%
2 Financials 3.8%
3 Healthcare 2.64%
4 Energy 2.47%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4.02K ﹤0.01%
37
752
$4.01K ﹤0.01%
53
753
$3.93K ﹤0.01%
16
754
$3.92K ﹤0.01%
105
+67
755
$3.91K ﹤0.01%
44
756
$3.91K ﹤0.01%
417
757
$3.85K ﹤0.01%
187
-149
758
$3.74K ﹤0.01%
72
+45
759
$3.71K ﹤0.01%
112
760
$3.64K ﹤0.01%
8
761
$3.6K ﹤0.01%
82
762
$3.59K ﹤0.01%
44
763
$3.54K ﹤0.01%
27
764
$3.42K ﹤0.01%
+212
765
$3.42K ﹤0.01%
128
+89
766
$3.38K ﹤0.01%
27
767
$3.34K ﹤0.01%
+103
768
$3.33K ﹤0.01%
282
769
$3.33K ﹤0.01%
265
770
$3.33K ﹤0.01%
3
771
$3.27K ﹤0.01%
262
772
$3.27K ﹤0.01%
+43
773
$3.23K ﹤0.01%
31
774
$3.23K ﹤0.01%
189
775
$3.23K ﹤0.01%
73
29 30
31
32 33