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
$77.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.62M
3
+$7.3M
4
XHE icon
SPDR S&P Health Care Equipment ETF
XHE
+$5.21M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$4.59M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 15.82%
2 Healthcare 6.44%
3 Technology 2.31%
4 Communication Services 1.5%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23K 0.03%
+500
77
$19K 0.02%
+505
78
$19K 0.02%
+202
79
$17K 0.02%
+151
80
$16K 0.02%
+520
81
$6K 0.01%
+350
82
$4K 0.01%
+150
1 2 3
4