JAWM
J. Arnold Wealth Management Portfolio holdings
AUM
$294M
This Quarter Return
+9.99%
1 Year Return
+33.6%
3 Year Return
+46.15%
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+26%)
Cap. Flow
+$22.4M
Cap. Flow
% of AUM
13.25%
Top 10 Holdings %
Top 10 Hldgs %
84.98%
Holding
96
New
31
Increased
33
Reduced
18
Closed
4
Top Buys
| 1 |
First Trust Health Care AlphaDEX Fund
FXH
|
$7.1M |
| 2 |
Apple
AAPL
|
$4.42M |
| 3 |
First Trust Nasdaq Pharmaceuticals ETF
FTXH
|
$2.35M |
| 4 |
First Trust Utilities AlphaDEX Fund
FXU
|
$1.59M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.49M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.29M |
| 2 |
Pinterest
PINS
|
$1.12M |
| 3 |
Simon Property Group
SPG
|
$598K |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$529K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$433K |
Sector Composition
| 1 | Consumer Discretionary | 29.68% |
| 2 | Technology | 18.2% |
| 3 | Communication Services | 8.61% |
| 4 | Healthcare | 2.43% |
| 5 | Industrials | 0.48% |
