JAWM
J. Arnold Wealth Management Portfolio holdings
AUM
$294M
This Quarter Return
+13.26%
1 Year Return
+33.6%
3 Year Return
+46.15%
5 Year Return
–
10 Year Return
–
AUM
$294M
AUM Growth
+$294M
(+19%)
Cap. Flow
+$19.2M
Cap. Flow
% of AUM
6.52%
Top 10 Holdings %
Top 10 Hldgs %
93.7%
Holding
38
New
10
Increased
10
Reduced
11
Closed
3
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$40.6M |
| 2 |
Invesco QQQ Trust
QQQ
|
$39.1M |
| 3 |
Amazon
AMZN
|
$10.9M |
| 4 |
Microsoft
MSFT
|
$4.91M |
| 5 |
Capital Group Core Balanced ETF
CGBL
|
$2.8M |
Top Sells
Sector Composition
| 1 | Technology | 16.29% |
| 2 | Consumer Discretionary | 8.73% |
| 3 | Healthcare | 7.03% |
| 4 | Industrials | 0.63% |
| 5 | Communication Services | 0.16% |
