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
$205M
AUM Growth
+$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$953K
3 +$505K
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$476K
5
NVDA icon
NVIDIA
NVDA
+$419K

Sector Composition

1 Technology 27.3%
2 Consumer Discretionary 12.94%
3 Communication Services 10.19%
4 Healthcare 6.8%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$11.6K 0.01%
+50
52
$8.94K ﹤0.01%
278
53
$7.65K ﹤0.01%
376
54
$5.72K ﹤0.01%
153
55
$4.51K ﹤0.01%
100
56
$3.99K ﹤0.01%
46
57
$2.77K ﹤0.01%
50
58
$1.68K ﹤0.01%
63
59
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-1,777
61
-11,478
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-36,972
63
-8,647
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-1,051,285
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-1,207
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-17,498
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-2,613
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