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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
701
$4K ﹤0.01%
40
-26
702
$4K ﹤0.01%
88
-48
703
$4K ﹤0.01%
131
-139
704
$4K ﹤0.01%
20
-45
705
$4K ﹤0.01%
47
706
$4K ﹤0.01%
22
-23
707
$4K ﹤0.01%
8
708
$4K ﹤0.01%
126
709
$4K ﹤0.01%
29
-63
710
$4K ﹤0.01%
103
711
$4K ﹤0.01%
772
712
$4K ﹤0.01%
27
713
$4K ﹤0.01%
122
-89
714
$4K ﹤0.01%
13
+7
715
$4K ﹤0.01%
30
-25
716
$3K ﹤0.01%
4
717
$3K ﹤0.01%
743
+282
718
$3K ﹤0.01%
47
-39
719
$3K ﹤0.01%
+49
720
$3K ﹤0.01%
146
721
$3K ﹤0.01%
58
722
$3K ﹤0.01%
28
723
$3K ﹤0.01%
27
724
$3K ﹤0.01%
209
-16
725
$3K ﹤0.01%
23
27 28
29
30 31