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JWM

Janiczek Wealth Management Portfolio holdings

AUM $477M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$12.3M
3
+$8.66M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.78M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.39M

Top Sells

1
+$12.9M
2
+$4.67M
3
+$330K
4
BND icon
Vanguard Total Bond Market
BND
+$243K
5
NEM icon
Newmont
NEM
+$240K

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
851
$1K ﹤0.01%
17
-30
852
$1K ﹤0.01%
+127
853
$1K ﹤0.01%
5
854
$1K ﹤0.01%
+45
855
– –
-268
856
$0 ﹤0.01%
11
857
$0 ﹤0.01%
14
-247
858
$0 ﹤0.01%
+12
859
$0 ﹤0.01%
+3
860
$0 ﹤0.01%
+2
861
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-900
862
$0 ﹤0.01%
3
863
$0 ﹤0.01%
6
864
– –
-90
865
$0 ﹤0.01%
+3
866
– –
-180
867
– –
-226
868
– –
-90
869
– –
-5,716
870
– –
-1,600
871
– –
-785
872
$0 ﹤0.01%
+28
873
– –
-10
874
$0 ﹤0.01%
10
875
– –
-1
33 34
35
36 37