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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
$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
951
$1K ﹤0.01%
+9
952
$1K ﹤0.01%
+14
953
$1K ﹤0.01%
28
954
$1K ﹤0.01%
26
955
$1K ﹤0.01%
12
-752
956
$1K ﹤0.01%
6
+2
957
$1K ﹤0.01%
6
958
$1K ﹤0.01%
35
959
$1K ﹤0.01%
124
+62
960
$1K ﹤0.01%
11
961
$1K ﹤0.01%
+20
962
$1K ﹤0.01%
+52
963
$1K ﹤0.01%
2
-2
964
$1K ﹤0.01%
+25
965
$1K ﹤0.01%
16
966
$1K ﹤0.01%
30
967
$1K ﹤0.01%
3
-2
968
$1K ﹤0.01%
+75
969
$1K ﹤0.01%
46
970
$1K ﹤0.01%
11
971
$1K ﹤0.01%
20
-85
972
$1K ﹤0.01%
4
973
$1K ﹤0.01%
+174
974
$1K ﹤0.01%
42
-37
975
$1K ﹤0.01%
18
37 38
39
40 41