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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
$333M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,126
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$2.63M
3
+$1.71M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$1.17M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$792K

Top Sells

1
+$5.15M
2
+$172K
3
+$147K
4
FLGE
Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes
FLGE
+$128K
5
PYPL icon
PayPal
PYPL
+$102K

Sector Composition

1 Technology 5.5%
2 Financials 3.5%
3 Healthcare 2.04%
4 Communication Services 2.04%
5 Consumer Staples 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$7K ﹤0.01%
4
652
$6K ﹤0.01%
+98
653
$6K ﹤0.01%
58
654
$6K ﹤0.01%
436
-111
655
$6K ﹤0.01%
35
-7
656
$6K ﹤0.01%
149
+3
657
$6K ﹤0.01%
102
658
$6K ﹤0.01%
+50
659
$6K ﹤0.01%
277
-36
660
$6K ﹤0.01%
46
-4
661
$6K ﹤0.01%
70
662
$6K ﹤0.01%
356
-1,448
663
$6K ﹤0.01%
31
664
$6K ﹤0.01%
40
665
$6K ﹤0.01%
196
666
$6K ﹤0.01%
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$6K ﹤0.01%
55
668
$6K ﹤0.01%
44
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669
$6K ﹤0.01%
27
670
$6K ﹤0.01%
60
671
$6K ﹤0.01%
66
672
$6K ﹤0.01%
121
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673
$6K ﹤0.01%
136
674
$6K ﹤0.01%
86
+28
675
$6K ﹤0.01%
132
-331
25 26
27
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