JAWM
J. Arnold Wealth Management Portfolio holdings
AUM
$294M
This Quarter Return
+31.05%
1 Year Return
+33.6%
3 Year Return
+46.15%
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(+249%)
Cap. Flow
+$75.3M
Cap. Flow
% of AUM
63.07%
Top 10 Holdings %
Top 10 Hldgs %
86.59%
Holding
69
New
35
Increased
19
Reduced
7
Closed
4
Top Buys
| 1 |
Amazon
AMZN
|
$22.2M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$18.7M |
| 3 |
Apple
AAPL
|
$11.7M |
| 4 |
iShares US Medical Devices ETF
IHI
|
$5.18M |
| 5 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$2.82M |
Top Sells
| 1 |
First Trust Utilities AlphaDEX Fund
FXU
|
$2.36M |
| 2 |
Intuitive Surgical
ISRG
|
$1.25M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$720K |
| 4 |
First Trust Low Duration Strategic Focus ETF
LDSF
|
$301K |
| 5 |
SPDR S&P Health Care Equipment ETF
XHE
|
$204K |
Sector Composition
| 1 | Consumer Discretionary | 34.53% |
| 2 | Communication Services | 21.92% |
| 3 | Technology | 13.22% |
| 4 | Healthcare | 2.2% |
| 5 | Financials | 0.58% |
