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
$205M
AUM Growth
+$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$953K
3
+$505K
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$476K
5
NVDA icon
NVIDIA
NVDA
+$419K

Top Sells

1
+$15M
2
+$12.6M
3
+$1.41M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.15M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.06M

Sector Composition

1 Technology 27.3%
2 Consumer Discretionary 12.94%
3 Communication Services 10.19%
4 Healthcare 6.8%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
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