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
$77.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.62M
3
+$7.3M
4
XHE icon
SPDR S&P Health Care Equipment ETF
XHE
+$5.21M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$4.59M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 15.82%
2 Healthcare 6.44%
3 Technology 2.31%
4 Communication Services 1.5%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$176K 0.23%
+5,601
52
$170K 0.22%
+4,434
53
$169K 0.22%
+2,577
54
$166K 0.21%
+3,082
55
$144K 0.18%
+2,491
56
$143K 0.18%
+3,310
57
$141K 0.18%
+711
58
$129K 0.17%
+3,568
59
$122K 0.16%
+3,150
60
$102K 0.13%
+2,619
61
$102K 0.13%
+40
62
$99K 0.13%
+3,031
63
$97K 0.12%
+2,900
64
$94K 0.12%
+7,774
65
$92K 0.12%
+580
66
$87K 0.11%
+3,486
67
$78K 0.1%
+1,700
68
$53K 0.07%
+5,046
69
$51K 0.07%
+1,470
70
$45K 0.06%
+1,513
71
$43K 0.06%
+954
72
$38K 0.05%
+900
73
$33K 0.04%
+500
74
$32K 0.04%
+521
75
$25K 0.03%
+17,825
1 2
3
4