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

Top Buys

1
+$21M
2
+$10.6M
3
+$8.97M
4
USO icon
United States Oil Fund
USO
+$8.9M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$8.56M

Top Sells

1
+$35.3M
2
+$18.1M
3
+$17.7M
4
FTXN icon
First Trust Nasdaq Oil & Gas ETF
FTXN
+$10.1M
5
MDEV icon
First Trust Indxx Medical Devices ETF
MDEV
+$8.09M

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
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55
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56
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58
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59
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60
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61
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