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
$34.3M
AUM Growth
-$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$2.09M
3
+$1.78M
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$301K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$152K

Top Sells

1
+$5.53M
2
+$4.59M
3
+$4.01M
4
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$3.01M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$2.27M

Sector Composition

1 Consumer Discretionary 38.31%
2 Communication Services 14.25%
3 Technology 9.26%
4 Healthcare 9.22%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
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