JAWM
J. Arnold Wealth Management Portfolio holdings
AUM
$294M
This Quarter Return
+9.23%
1 Year Return
+33.6%
3 Year Return
+46.15%
5 Year Return
–
10 Year Return
–
AUM
$77.9M
AUM Growth
–
Cap. Flow
+$77.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.36%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$12.3M |
| 2 |
First Trust Health Care AlphaDEX Fund
FXH
|
$7.62M |
| 3 |
First Trust Utilities AlphaDEX Fund
FXU
|
$7.3M |
| 4 |
SPDR S&P Health Care Equipment ETF
XHE
|
$5.22M |
| 5 |
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% |
