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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
801
$2K ﹤0.01%
13
802
$2K ﹤0.01%
21
-4
803
$2K ﹤0.01%
400
804
$2K ﹤0.01%
18
805
$2K ﹤0.01%
120
806
$2K ﹤0.01%
+24
807
$2K ﹤0.01%
12
+8
808
$2K ﹤0.01%
6
809
$1K ﹤0.01%
22
810
$1K ﹤0.01%
17
811
$1K ﹤0.01%
22
812
$1K ﹤0.01%
11
813
$1K ﹤0.01%
9
814
$1K ﹤0.01%
32
815
$1K ﹤0.01%
94
816
$1K ﹤0.01%
19
+1
817
$1K ﹤0.01%
19
818
$1K ﹤0.01%
25
+3
819
$1K ﹤0.01%
14
820
$1K ﹤0.01%
+20
821
$1K ﹤0.01%
22
822
$1K ﹤0.01%
30
823
$1K ﹤0.01%
3
-30
824
$1K ﹤0.01%
15
825
$1K ﹤0.01%
13
31 32
33
34 35