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
151
$91K 0.04%
573
+103
152
$91K 0.04%
669
+57
153
$89K 0.04%
194
-36
154
$88K 0.04%
464
+22
155
$87K 0.03%
9,601
+1,320
156
$86K 0.03%
218
+66
157
$85K 0.03%
2,194
+1,145
158
$85K 0.03%
642
+171
159
$85K 0.03%
790
+196
160
$84K 0.03%
14,541
+3,211
161
$83K 0.03%
1,780
+287
162
$83K 0.03%
996
+132
163
$83K 0.03%
+1,047
164
$82K 0.03%
1,253
165
$82K 0.03%
313
+103
166
$81K 0.03%
+194
167
$81K 0.03%
436
+149
168
$81K 0.03%
1,346
-4,019
169
$80K 0.03%
1,508
+26
170
$80K 0.03%
1,774
171
$80K 0.03%
1,018
-21
172
$79K 0.03%
1,771
+370
173
$79K 0.03%
1,018
+250
174
$78K 0.03%
724
+356
175
$78K 0.03%
280
+255
5 6
7
8 9