JAWM

J. Arnold Wealth Management Portfolio holdings

AUM $294M
1-Year Est. Return 33.6%
This Fund
S&P 500
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
+$2.47M
2
+$1.75M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$951K
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$686K

Top Sells

1
+$1.03M
2
+$716K
3
+$450K
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%
252
60
$7K ﹤0.01%
153
61
$5K ﹤0.01%
100
62
$3K ﹤0.01%
50
63
– –
-184
64
– –
-4,835
65
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-33
66
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-186
67
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-802
68
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-2,000
69
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-424
70
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-3,042
71
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-4,982
72
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-103
73
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-5,675
74
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-28
75
– –
-780
1 2
3
4 5