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
$186M
AUM Growth
-$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Sector Composition

1 Technology 23.38%
2 Consumer Discretionary 16.16%
3 Communication Services 10.86%
4 Healthcare 10.63%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-9,970
52
-1,486
53
-595
54
-59,788
55
-26,938
56
-228
57
-2,068
58
-924
59
-550
60
-3,555
61
-9,597