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
$135M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.77M
3
+$5.38M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$2.69M
5
FTXH icon
First Trust Nasdaq Pharmaceuticals ETF
FTXH
+$2.59M

Top Sells

1
+$14.6M
2
+$4.41M
3
+$1.89M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$720K
5
PYPL icon
PayPal
PYPL
+$692K

Sector Composition

1 Consumer Discretionary 36.31%
2 Technology 16.29%
3 Communication Services 9.08%
4 Healthcare 2.39%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$230K 0.17%
3,269
-4,250
27
$227K 0.17%
6,125
-7,990
28
$214K 0.16%
3,025
-860
29
$205K 0.15%
13,600
30
$200K 0.15%
7,770
-3,865
31
$191K 0.14%
4,647
-572
32
$191K 0.14%
1,815
+138
33
$145K 0.11%
2,715
-280
34
$136K 0.1%
3,660
+15
35
$119K 0.09%
1,310
+110
36
$113K 0.08%
2,388
-508
37
$109K 0.08%
40
+6
38
$86K 0.06%
+524
39
$50K 0.04%
1,005
40
$46K 0.03%
+137
41
$46K 0.03%
+1,055
42
$43K 0.03%
315
-85
43
$42K 0.03%
710
-11,421
44
$38K 0.03%
1,077
-603
45
$34K 0.03%
294
+143
46
$33K 0.02%
380
+1
47
$31K 0.02%
1,095
-575
48
$30K 0.02%
+1,232
49
$30K 0.02%
465
-30
50
$29K 0.02%
452
+2
1
2
3 4