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
776
$1K ﹤0.01%
265
777
$1K ﹤0.01%
+12
778
$1K ﹤0.01%
+17
779
$1K ﹤0.01%
19
780
$1K ﹤0.01%
+22
781
$1K ﹤0.01%
7
-21
782
$1K ﹤0.01%
3
783
$1K ﹤0.01%
+17
784
$1K ﹤0.01%
12
785
$1K ﹤0.01%
13
786
$1K ﹤0.01%
4
787
$1K ﹤0.01%
6
788
$1K ﹤0.01%
+55
789
$1K ﹤0.01%
8
790
$1K ﹤0.01%
+29
791
$1K ﹤0.01%
+17
792
$1K ﹤0.01%
6
793
$1K ﹤0.01%
7
794
$1K ﹤0.01%
7
+2
795
$1K ﹤0.01%
6
796
$1K ﹤0.01%
+16
797
$1K ﹤0.01%
9
798
$1K ﹤0.01%
3
799
$1K ﹤0.01%
4
-26
800
$1K ﹤0.01%
65
30 31
32
33 34