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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
776
$3K ﹤0.01%
57
+52
777
$3K ﹤0.01%
+22
778
$3K ﹤0.01%
+160
779
$3K ﹤0.01%
25
780
$3K ﹤0.01%
50
781
$3K ﹤0.01%
+21
782
$3K ﹤0.01%
+29
783
$3K ﹤0.01%
+93
784
$3K ﹤0.01%
12
785
$3K ﹤0.01%
11
786
$3K ﹤0.01%
45
-33
787
$3K ﹤0.01%
50
-57
788
$3K ﹤0.01%
20
789
$3K ﹤0.01%
94
-548
790
$3K ﹤0.01%
400
791
$3K ﹤0.01%
18
792
$3K ﹤0.01%
63
793
$3K ﹤0.01%
82
794
$3K ﹤0.01%
221
-208
795
$3K ﹤0.01%
16
796
$3K ﹤0.01%
45
-10
797
$3K ﹤0.01%
28
+12
798
$3K ﹤0.01%
27
799
$3K ﹤0.01%
4
800
$3K ﹤0.01%
23
-8
30 31
32
33 34