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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
851
$1K ﹤0.01%
44
852
$1K ﹤0.01%
1,000
853
$1K ﹤0.01%
44
+1
854
$1K ﹤0.01%
17
855
$1K ﹤0.01%
3
856
$1K ﹤0.01%
48
857
$1K ﹤0.01%
35
858
$1K ﹤0.01%
18
859
$1K ﹤0.01%
19
860
$1K ﹤0.01%
5
861
$1K ﹤0.01%
2
862
$1K ﹤0.01%
12
863
$1K ﹤0.01%
11
864
$1K ﹤0.01%
23
+2
865
$1K ﹤0.01%
18
866
$1K ﹤0.01%
53
867
$1K ﹤0.01%
16
868
$1K ﹤0.01%
20
869
$1K ﹤0.01%
+1
870
$1K ﹤0.01%
1
871
$1K ﹤0.01%
28
872
$1K ﹤0.01%
6
873
$1K ﹤0.01%
42
874
$1K ﹤0.01%
6
875
$1K ﹤0.01%
51
-109
33 34
35
36 37