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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
701
$5K ﹤0.01%
118
+68
702
$5K ﹤0.01%
70
703
$5K ﹤0.01%
70
+66
704
$5K ﹤0.01%
+189
705
$5K ﹤0.01%
15
-2
706
$5K ﹤0.01%
108
707
$5K ﹤0.01%
30
+25
708
$5K ﹤0.01%
23
709
$5K ﹤0.01%
239
710
$5K ﹤0.01%
36
711
$5K ﹤0.01%
60
712
$5K ﹤0.01%
18
713
$5K ﹤0.01%
772
714
$5K ﹤0.01%
118
715
$5K ﹤0.01%
118
-458
716
$5K ﹤0.01%
50
717
$5K ﹤0.01%
167
718
$5K ﹤0.01%
33
-2
719
$5K ﹤0.01%
31
-3
720
$5K ﹤0.01%
35
721
$5K ﹤0.01%
6
722
$4K ﹤0.01%
+65
723
$4K ﹤0.01%
26
-25
724
$4K ﹤0.01%
200
725
$4K ﹤0.01%
+45
27 28
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30 31