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
876
$1.4K ﹤0.01%
+67
877
$1.39K ﹤0.01%
27
878
$1.39K ﹤0.01%
39
+35
879
$1.38K ﹤0.01%
75
880
$1.35K ﹤0.01%
44
881
$1.33K ﹤0.01%
53
882
$1.32K ﹤0.01%
20
883
$1.32K ﹤0.01%
54
+1
884
$1.31K ﹤0.01%
73
+4
885
$1.29K ﹤0.01%
100
886
$1.29K ﹤0.01%
310
887
$1.27K ﹤0.01%
38
888
$1.26K ﹤0.01%
52
+4
889
$1.23K ﹤0.01%
29
+3
890
$1.22K ﹤0.01%
76
+3
891
$1.21K ﹤0.01%
13
892
$1.21K ﹤0.01%
21
893
$1.2K ﹤0.01%
+118
894
$1.2K ﹤0.01%
5
895
$1.19K ﹤0.01%
26
896
$1.18K ﹤0.01%
1,000
897
$1.18K ﹤0.01%
+31
898
$1.18K ﹤0.01%
42
899
$1.16K ﹤0.01%
6
900
$1.16K ﹤0.01%
+13
34 35
36
37 38