JWM
Janiczek Wealth Management Portfolio holdings
AUM
$477M
1-Year Return
15.17%
This Quarter Return
+0.5%
1 Year Return
+15.17%
3 Year Return
+16.41%
5 Year Return
+58.53%
10 Year Return
–
AUM
$220M
AUM Growth
+$6.16M
(+2.9%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
4.81%
Top 10 Holdings %
Top 10 Hldgs %
82.19%
Holding
205
New
11
Increased
31
Reduced
30
Closed
37
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$12.1M |
| 2 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
$7.24M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4.17M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$3.67M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$615K |
Top Sells
Sector Composition
| 1 | Financials | 1.84% |
| 2 | Energy | 0.98% |
| 3 | Industrials | 0.59% |
| 4 | Technology | 0.58% |
| 5 | Consumer Staples | 0.39% |
