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
$131M
AUM Growth
-$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$12.4M
3
+$8.24M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$8M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$8M

Top Sells

1
+$21.5M
2
+$12M
3
+$11.4M
4
USO icon
United States Oil Fund
USO
+$9.81M
5
SLV icon
iShares Silver Trust
SLV
+$9.23M

Sector Composition

1 Technology 30.45%
2 Consumer Discretionary 30.02%
3 Communication Services 12.7%
4 Industrials 10.24%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-30,221
52
– –
-403,317
53
– –
-132,366
1 2
3