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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
901
$1K ﹤0.01%
5
-1
902
$1K ﹤0.01%
11
903
$1K ﹤0.01%
7
904
$1K ﹤0.01%
8
905
$1K ﹤0.01%
10
906
$1K ﹤0.01%
10
907
$1K ﹤0.01%
11
908
$1K ﹤0.01%
28
-24
909
$1K ﹤0.01%
15
910
$1K ﹤0.01%
16
911
$1K ﹤0.01%
81
912
$1K ﹤0.01%
22
-113
913
$1K ﹤0.01%
75
914
$1K ﹤0.01%
46
915
$1K ﹤0.01%
11
916
$1K ﹤0.01%
42
917
$1K ﹤0.01%
190
918
$1K ﹤0.01%
8
919
$1K ﹤0.01%
4
920
$1K ﹤0.01%
13
921
$1K ﹤0.01%
17
922
$1K ﹤0.01%
+30
923
$1K ﹤0.01%
21
924
$1K ﹤0.01%
3
-27
925
$1K ﹤0.01%
55
35 36
37
38 39