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
$207M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.71M
3
+$1.01M
4
AAPL icon
Apple
AAPL
+$914K
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$687K

Top Sells

1
+$1.03M
2
+$716K
3
+$473K
4
PLNT icon
Planet Fitness
PLNT
+$417K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$337K

Sector Composition

1 Consumer Discretionary 12.99%
2 Technology 11.96%
3 Healthcare 2.88%
4 Industrials 1.19%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29K 0.01%
778
+500
52
$27K 0.01%
+700
53
$24K 0.01%
100
54
$22K 0.01%
+305
55
$14K 0.01%
851
56
$13K 0.01%
650
57
$11K 0.01%
156
58
$10K ﹤0.01%
676
-1,002
59
$10K ﹤0.01%
126
60
$7K ﹤0.01%
153
61
$5K ﹤0.01%
100
62
$3K ﹤0.01%
50
63
– –
-424
64
– –
-2,000
65
– –
-186
66
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-802
67
– –
-3,042
68
– –
-4,982
69
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-103
70
– –
-5,675
71
– –
-28
72
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-780
73
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-28
74
– –
-2,500
75
– –
-4,918
1 2
3
4 5