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
$203M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$15M
3
+$14.5M
4
CRUZ
Defiance Hotel, Airline, and Cruise ETF
CRUZ
+$14.4M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$12.6M

Top Sells

1
+$20.6M
2
+$9.6M
3
+$9.16M
4
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$8.76M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$8.68M

Sector Composition

1 Technology 19.41%
2 Consumer Discretionary 10.03%
3 Communication Services 8.46%
4 Healthcare 7.02%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$86.4K 0.04%
1,809
+260
52
$76.1K 0.04%
4,454
-8,619
53
$74.3K 0.04%
849
-454
54
$68.1K 0.03%
1,207
-162,521
55
$48.6K 0.02%
+370
56
$43.4K 0.02%
+857
57
$40.6K 0.02%
+1,417
58
$39.3K 0.02%
1,557
+1,000
59
$38.8K 0.02%
+500
60
$29.1K 0.01%
+350
61
$28.1K 0.01%
+580
62
$25.8K 0.01%
+234
63
$25.7K 0.01%
364
64
$23.4K 0.01%
+247
65
$22.8K 0.01%
+269
66
$22.4K 0.01%
+496
67
$21.7K 0.01%
83
+43
68
$21.6K 0.01%
344
69
$20.2K 0.01%
+519
70
$12.1K 0.01%
+154
71
$9.96K ﹤0.01%
+200
72
$9.51K ﹤0.01%
278
73
$7.06K ﹤0.01%
376
74
$5.65K ﹤0.01%
153
75
$5.59K ﹤0.01%
+135
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