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
$119M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$18.7M
3
+$11.7M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$5.18M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$2.82M

Top Sells

1
+$2.36M
2
+$1.25M
3
+$720K
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$301K
5
XHE icon
SPDR S&P Health Care Equipment ETF
XHE
+$204K

Sector Composition

1 Consumer Discretionary 34.53%
2 Communication Services 21.92%
3 Technology 13.22%
4 Healthcare 2.2%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40K 0.03%
1,670
52
$33K 0.03%
+379
53
$29K 0.02%
495
-988
54
$26K 0.02%
+478
55
$25K 0.02%
+450
56
$23K 0.02%
+531
57
$19K 0.02%
670
+5
58
$17K 0.01%
+700
59
$17K 0.01%
+363
60
$16K 0.01%
151
61
$9K 0.01%
203
+1
62
$2K ﹤0.01%
62
63
$1K ﹤0.01%
+11
64
$1K ﹤0.01%
+20
65
– –
-2,050
66
$0 ﹤0.01%
+2
67
– –
-15,342
68
– –
-201
69
– –
-100
1 2
3