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
126
$115K 0.05%
1,528
+489
127
$115K 0.05%
713
-78,075
128
$110K 0.04%
1,288
+360
129
$108K 0.04%
3,031
+751
130
$108K 0.04%
898
+206
131
$105K 0.04%
1,004
+268
132
$104K 0.04%
1,655
-248
133
$103K 0.04%
1,173
+364
134
$102K 0.04%
1,140
+220
135
$102K 0.04%
2,273
-43
136
$98K 0.04%
1,705
+675
137
$97K 0.04%
1,184
+4
138
$97K 0.04%
3,473
+1,012
139
$96K 0.04%
3,177
+599
140
$96K 0.04%
2,661
+1,217
141
$96K 0.04%
3,454
+1,262
142
$95K 0.04%
693
-53
143
$95K 0.04%
963
+171
144
$95K 0.04%
310
+91
145
$94K 0.04%
1,198
+322
146
$94K 0.04%
1,122
+757
147
$94K 0.04%
1,829
+543
148
$93K 0.04%
733
-124
149
$93K 0.04%
3,165
+624
150
$92K 0.04%
1,760
+670
4 5
6
7 8