We are live on ! Find out more
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
926
$1K ﹤0.01%
+44
927
$1K ﹤0.01%
20
928
$1K ﹤0.01%
+90
929
$1K ﹤0.01%
44
-267
930
$1K ﹤0.01%
1
931
$1K ﹤0.01%
28
+7
932
$1K ﹤0.01%
42
933
$1K ﹤0.01%
6
-11
934
$1K ﹤0.01%
6
935
$1K ﹤0.01%
+30
936
$1K ﹤0.01%
30
937
$1K ﹤0.01%
6
938
$1K ﹤0.01%
9
939
$1K ﹤0.01%
35
-412
940
$1K ﹤0.01%
40
-20
941
$1K ﹤0.01%
56
942
$1K ﹤0.01%
17
943
$1K ﹤0.01%
32
944
$1K ﹤0.01%
20
945
$1K ﹤0.01%
19
946
$1K ﹤0.01%
+10
947
$1K ﹤0.01%
3
948
$1K ﹤0.01%
7
+3
949
$1K ﹤0.01%
50
950
$1K ﹤0.01%
53
36 37
38
39 40