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
$207M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.71M
3
+$1.01M
4
AAPL icon
Apple
AAPL
+$914K
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$687K

Top Sells

1
+$1.03M
2
+$716K
3
+$473K
4
PLNT icon
Planet Fitness
PLNT
+$417K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$337K

Sector Composition

1 Consumer Discretionary 12.99%
2 Technology 11.96%
3 Healthcare 2.88%
4 Industrials 1.19%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$552K 0.27%
1,350
27
$517K 0.25%
20,046
-7,881
28
$502K 0.24%
10,355
+1,600
29
$468K 0.23%
+9,944
30
$407K 0.2%
3,198
+580
31
$377K 0.18%
22,023
+4,573
32
$348K 0.17%
2,834
+581
33
$253K 0.12%
18,350
-2,750
34
$235K 0.11%
4,512
-9,083
35
$232K 0.11%
+3,639
36
$227K 0.11%
1,366
-514
37
$225K 0.11%
798
+1
38
$204K 0.1%
3,354
+3
39
$195K 0.09%
2,428
-1,436
40
$171K 0.08%
5,800
+4,800
41
$167K 0.08%
3,325
-1,000
42
$161K 0.08%
3,070
+3,050
43
$134K 0.06%
899
-299
44
$130K 0.06%
1,683
+3
45
$51K 0.02%
+13,100
46
$40K 0.02%
+300
47
$37K 0.02%
650
48
$36K 0.02%
+450
49
$31K 0.01%
31
-2
50
$30K 0.01%
536
-5,324
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