JAWM

J. Arnold Wealth Management Portfolio holdings

AUM $294M
1-Year Est. Return 33.6%
This Quarter Est. Return
1 Year Est. Return
+33.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.62M
3
+$7.3M
4
XHE icon
SPDR S&P Health Care Equipment ETF
XHE
+$5.21M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$4.59M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 15.82%
2 Healthcare 6.44%
3 Technology 2.31%
4 Communication Services 1.5%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$588K 0.75%
+10,725
27
$538K 0.69%
+6,598
28
$526K 0.68%
+8,556
29
$455K 0.58%
+27,250
30
$381K 0.49%
+3,488
31
$371K 0.48%
+4,800
32
$352K 0.45%
+11,920
33
$350K 0.45%
+5,402
34
$344K 0.44%
+8,706
35
$307K 0.39%
+11,823
36
$300K 0.39%
+2,900
37
$281K 0.36%
+4,684
38
$256K 0.33%
+7,079
39
$231K 0.3%
+3,626
40
$230K 0.3%
+2,474
41
$225K 0.29%
+29,295
42
$217K 0.28%
+2,620
43
$204K 0.26%
+3,489
44
$196K 0.25%
+1,770
45
$181K 0.23%
+2,700
46
$181K 0.23%
+2,803
47
$180K 0.23%
+1,437
48
$178K 0.23%
+3,719
49
$176K 0.23%
+4,628
50
$176K 0.23%
+2,731
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