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
$203M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$15M
3
+$14.5M
4
CRUZ
Defiance Hotel, Airline, and Cruise ETF
CRUZ
+$14.4M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$12.6M

Top Sells

1
+$20.6M
2
+$9.6M
3
+$9.16M
4
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$8.76M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$8.68M

Sector Composition

1 Technology 19.41%
2 Consumer Discretionary 10.03%
3 Communication Services 8.46%
4 Healthcare 7.02%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$451K 0.22%
2,367
27
$414K 0.2%
22,887
+4,830
28
$408K 0.2%
+8,647
29
$386K 0.19%
+11,478
30
$380K 0.19%
+859
31
$337K 0.17%
3,095
-88,264
32
$261K 0.13%
10,000
33
$240K 0.12%
+17,498
34
$230K 0.11%
28,573
-38
35
$225K 0.11%
+1,300
36
$214K 0.11%
+5,890
37
$211K 0.1%
+3,351
38
$199K 0.1%
+1,407
39
$144K 0.07%
2,613
-158,498
40
$140K 0.07%
+1,465
41
$134K 0.07%
1,796
-693
42
$131K 0.06%
+1,256
43
$127K 0.06%
11,168
+300
44
$124K 0.06%
913
-1,483
45
$118K 0.06%
+1,310
46
$109K 0.05%
+29,850
47
$106K 0.05%
+1,777
48
$94.4K 0.05%
2,439
-849
49
$94.3K 0.05%
+1,090
50
$87.7K 0.04%
958
-94,811
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