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
$206M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$1.91M
3
+$1.16M
4
JETS icon
US Global Jets ETF
JETS
+$1.11M
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$853K

Top Sells

1
+$8.19M
2
+$7.47M
3
+$6.92M
4
T icon
AT&T
T
+$911K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$470K

Sector Composition

1 Consumer Discretionary 13.28%
2 Technology 10.96%
3 Healthcare 2.41%
4 Communication Services 1.29%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$723K 0.35%
27,927
+1,497
27
$716K 0.35%
9,075
-1,250
28
$560K 0.27%
1,350
29
$441K 0.21%
14,724
+2,110
30
$424K 0.21%
8,755
-600
31
$417K 0.2%
5,546
+1,150
32
$337K 0.16%
+4,835
33
$336K 0.16%
5,860
-902
34
$330K 0.16%
2,618
+308
35
$326K 0.16%
17,450
+2,500
36
$325K 0.16%
1,880
-9
37
$313K 0.15%
3,864
-299
38
$307K 0.15%
+5,675
39
$296K 0.14%
21,100
40
$282K 0.14%
4,918
-367
41
$280K 0.14%
2,253
+912
42
$275K 0.13%
2,077
-300
43
$226K 0.11%
4,325
-142,892
44
$224K 0.11%
4,982
+413
45
$224K 0.11%
+11,200
46
$217K 0.11%
+780
47
$216K 0.11%
+797
48
$204K 0.1%
3,351
-134,552
49
$177K 0.09%
1,198
-198
50
$169K 0.08%
1,307
+296
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