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
176
$78K 0.03%
3,409
+953
177
$77K 0.03%
1,234
178
$76K 0.03%
857
+176
179
$75K 0.03%
697
-125
180
$74K 0.03%
2,488
+817
181
$72K 0.03%
1,225
+105
182
$71K 0.03%
297
+49
183
$71K 0.03%
566
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184
$71K 0.03%
1,516
+63
185
$70K 0.03%
750
+452
186
$69K 0.03%
299
187
$69K 0.03%
712
-44
188
$68K 0.03%
536
+60
189
$67K 0.03%
307
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190
$67K 0.03%
747
+326
191
$67K 0.03%
3,791
+134
192
$65K 0.03%
+543
193
$64K 0.03%
2,510
+452
194
$64K 0.03%
718
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195
$63K 0.03%
1,026
-127
196
$62K 0.02%
111
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197
$61K 0.02%
293
+38
198
$61K 0.02%
823
+427
199
$60K 0.02%
50
+2
200
$60K 0.02%
632
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