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
$206M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$1.91M
3
+$1.16M
4
JETS icon
US Global Jets ETF
JETS
+$1.11M
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$853K

Top Sells

1
+$8.19M
2
+$7.47M
3
+$6.92M
4
T icon
AT&T
T
+$911K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$470K

Sector Composition

1 Consumer Discretionary 13.28%
2 Technology 10.96%
3 Healthcare 2.41%
4 Communication Services 1.29%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25K 0.01%
1,678
+440
77
$24K 0.01%
100
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$23K 0.01%
201
-50
79
$22K 0.01%
+160
80
$21K 0.01%
186
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$21K 0.01%
301
+1
82
$20K 0.01%
+150
83
$18K 0.01%
650
84
$17K 0.01%
507
+3
85
$16K 0.01%
851
-249
86
$16K 0.01%
162
87
$15K 0.01%
301
88
$14K 0.01%
125
89
$11K 0.01%
156
90
$10K ﹤0.01%
126
-556
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$10K ﹤0.01%
278
92
$7K ﹤0.01%
153
93
$6K ﹤0.01%
103
94
$5K ﹤0.01%
100
95
$4K ﹤0.01%
+28
96
$4K ﹤0.01%
33
97
$4K ﹤0.01%
112
98
$3K ﹤0.01%
28
99
$3K ﹤0.01%
21
100
$3K ﹤0.01%
50
1 2 3
4
5