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
801
$2.56K ﹤0.01%
126
802
$2.55K ﹤0.01%
147
+15
803
$2.51K ﹤0.01%
40
804
$2.5K ﹤0.01%
24
805
$2.5K ﹤0.01%
42
806
$2.48K ﹤0.01%
76
807
$2.48K ﹤0.01%
+72
808
$2.47K ﹤0.01%
127
809
$2.46K ﹤0.01%
+33
810
$2.45K ﹤0.01%
169
811
$2.45K ﹤0.01%
44
812
$2.44K ﹤0.01%
349
813
$2.43K ﹤0.01%
100
814
$2.39K ﹤0.01%
27
815
$2.39K ﹤0.01%
25
816
$2.38K ﹤0.01%
85
817
$2.34K ﹤0.01%
135
-423
818
$2.34K ﹤0.01%
6
819
$2.29K ﹤0.01%
27
820
$2.22K ﹤0.01%
10
821
$2.22K ﹤0.01%
+9
822
$2.21K ﹤0.01%
103
823
$2.21K ﹤0.01%
37
824
$2.19K ﹤0.01%
7
+6
825
$2.18K ﹤0.01%
+23
31 32
33
34 35