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
$207M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.75M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$951K
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$686K

Top Sells

1
+$1.03M
2
+$716K
3
+$450K
4
PLNT icon
Planet Fitness
PLNT
+$417K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$337K

Sector Composition

1 Consumer Discretionary 12.99%
2 Technology 11.96%
3 Healthcare 2.88%
4 Industrials 1.19%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-28
77
– –
-2,500
78
– –
-4,918
79
– –
-2,500
80
– –
-517
81
– –
-270
82
– –
-201
83
– –
-17,106
84
– –
-580
85
– –
-247
86
– –
-125
87
– –
-301
88
– –
-162
89
– –
-5
90
– –
-507
91
– –
-301
92
– –
-9,075
93
– –
-5,546
94
– –
-12
95
– –
-310
96
– –
-112
97
– –
-1,376
98
– –
-977
99
– –
-687
100
– –
-2,077
1 2 3
4
5