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
$236M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$79M
2
+$78.6M
3
+$25.7M
4
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$25.2M
5
ISRG icon
Intuitive Surgical
ISRG
+$985K

Top Sells

1
+$38.4M
2
+$21.9M
3
+$21.6M
4
NVDA icon
NVIDIA
NVDA
+$17.2M
5
CRUZ
Defiance Hotel, Airline, and Cruise ETF
CRUZ
+$16.6M

Sector Composition

1 Healthcare 8.33%
2 Industrials 0.69%
3 Consumer Discretionary 0.57%
4 Energy 0.21%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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55
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-46,312
56
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-63
57
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-10,000
58
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-1,614
59
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-16,943
1 2
3