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JWM

Janiczek Wealth Management Portfolio holdings

AUM $477M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,118
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$12.8M
3
+$12.2M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.64M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$1.03M

Top Sells

1
+$11.3M
2
+$1.49M
3
+$1.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$986K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$743K

Sector Composition

1 Technology 4.71%
2 Financials 3.37%
3 Healthcare 2.12%
4 Communication Services 2%
5 Consumer Staples 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$13K ﹤0.01%
336
+215
527
$13K ﹤0.01%
59
-11
528
$13K ﹤0.01%
272
529
$13K ﹤0.01%
874
+282
530
$13K ﹤0.01%
+112
531
$13K ﹤0.01%
+234
532
$13K ﹤0.01%
140
533
$13K ﹤0.01%
153
-30
534
$13K ﹤0.01%
210
+160
535
$12K ﹤0.01%
190
-35
536
$12K ﹤0.01%
112
+11
537
$12K ﹤0.01%
68
538
$12K ﹤0.01%
27
-74
539
$12K ﹤0.01%
118
540
$12K ﹤0.01%
126
-6
541
$12K ﹤0.01%
156
542
$12K ﹤0.01%
+125
543
$12K ﹤0.01%
346
+65
544
$12K ﹤0.01%
118
+60
545
$12K ﹤0.01%
1,142
+252
546
$12K ﹤0.01%
55
+28
547
$12K ﹤0.01%
127
548
$12K ﹤0.01%
552
549
$11K ﹤0.01%
39
-15
550
$11K ﹤0.01%
157
-9
20 21
22
23 24