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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
926
$1K ﹤0.01%
8
927
$1K ﹤0.01%
18
928
– –
-937
929
– –
-61
930
– –
-49
931
$0 ﹤0.01%
23
932
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-36
933
$0 ﹤0.01%
6
934
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935
$0 ﹤0.01%
6
936
$0 ﹤0.01%
4
937
$0 ﹤0.01%
3
938
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939
$0 ﹤0.01%
8
940
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-310
941
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-118
942
– –
-67
943
– –
-1,578
944
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-2
945
$0 ﹤0.01%
2
946
$0 ﹤0.01%
15
-15
947
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-3
948
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949
$0 ﹤0.01%
9
950
– –
-1
36 37
38
39 40