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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
976
$1K ﹤0.01%
2
977
$1K ﹤0.01%
2
978
$1K ﹤0.01%
53
979
$1K ﹤0.01%
16
980
$1K ﹤0.01%
7
981
$1K ﹤0.01%
8
-10
982
$1K ﹤0.01%
10
983
$1K ﹤0.01%
3
984
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+10
985
$1K ﹤0.01%
11
986
$1K ﹤0.01%
15
987
$1K ﹤0.01%
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-10
988
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21
+16
989
$1K ﹤0.01%
10
990
$1K ﹤0.01%
+81
991
$1K ﹤0.01%
22
992
– –
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993
– –
-45
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$0 ﹤0.01%
4
995
$0 ﹤0.01%
+190
996
$0 ﹤0.01%
13
997
$0 ﹤0.01%
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998
$0 ﹤0.01%
5
999
$0 ﹤0.01%
5
1000
$0 ﹤0.01%
+8
38 39
40
41 42