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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
826
$1K ﹤0.01%
4
827
$1K ﹤0.01%
33
828
$1K ﹤0.01%
+100
829
$1K ﹤0.01%
38
-171
830
$1K ﹤0.01%
+297
831
$1K ﹤0.01%
25
832
$1K ﹤0.01%
8
-7
833
$1K ﹤0.01%
194
834
$1K ﹤0.01%
6
835
$1K ﹤0.01%
1
-3
836
$1K ﹤0.01%
+52
837
$1K ﹤0.01%
29
838
$1K ﹤0.01%
6
839
$1K ﹤0.01%
17
840
$1K ﹤0.01%
8
841
$1K ﹤0.01%
28
842
$1K ﹤0.01%
25
843
$1K ﹤0.01%
4
-31
844
$1K ﹤0.01%
10
845
$1K ﹤0.01%
100
846
$1K ﹤0.01%
4
847
$1K ﹤0.01%
18
-182
848
$1K ﹤0.01%
16
849
$1K ﹤0.01%
3
850
$1K ﹤0.01%
67
+1
32 33
34
35 36