JAWM
J. Arnold Wealth Management Portfolio holdings
AUM
$294M
This Quarter Return
+6.78%
1 Year Return
+33.6%
3 Year Return
+46.15%
5 Year Return
–
10 Year Return
–
AUM
$206M
AUM Growth
+$206M
(+14%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
5.88%
Top 10 Holdings %
Top 10 Hldgs %
84.14%
Holding
111
New
15
Increased
36
Reduced
22
Closed
8
Top Buys
| 1 |
First Trust Indxx Medical Devices ETF
MDEV
|
$25.2M |
| 2 |
First Trust Nasdaq Transportation ETF
FTXR
|
$1.91M |
| 3 |
Amazon
AMZN
|
$1.16M |
| 4 |
US Global Jets ETF
JETS
|
$1.11M |
| 5 |
First Trust Small Cap Growth AlphaDEX Fund
FYC
|
$853K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 13.28% |
| 2 | Technology | 10.96% |
| 3 | Healthcare | 2.41% |
| 4 | Communication Services | 1.29% |
| 5 | Industrials | 1.29% |
