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
826
$1K ﹤0.01%
15
-40
827
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32
828
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829
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14
830
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4
-17
831
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13
-60
832
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+53
833
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9
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834
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835
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28
836
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26
-1,275
837
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+6
838
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35
839
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5
840
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11
841
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+7
842
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+10
843
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4
844
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11
845
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10
846
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16
847
$1K ﹤0.01%
+3
848
$1K ﹤0.01%
5
-7
849
$1K ﹤0.01%
4
850
$1K ﹤0.01%
17
-30
32 33
34
35 36