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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
876
– –
-90
877
$0 ﹤0.01%
+100
878
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-38
879
– –
-235
880
– –
-15
881
– –
-22
882
$0 ﹤0.01%
+12
883
$0 ﹤0.01%
26
884
– –
-522
885
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-8
886
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887
$0 ﹤0.01%
+22
888
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889
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890
$0 ﹤0.01%
+9
891
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-3,154
892
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-50
893
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-18
894
– –
-2,800
895
$0 ﹤0.01%
50
896
– –
-4,760
897
– –
-4,922
898
– –
-1,996
899
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-14
900
$0 ﹤0.01%
+1
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