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

Top Buys

1
+$25.2M
2
+$1.9M
3
+$1.2M
4
AMZN icon
Amazon
AMZN
+$1.12M
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$823K

Top Sells

1
+$8.16M
2
+$6.92M
3
+$6.83M
4
T icon
AT&T
T
+$911K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$472K

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
101
$2K ﹤0.01%
5
102
$1K ﹤0.01%
12
+1
103
$1K ﹤0.01%
20
104
– –
-1,100
105
– –
-176
106
– –
-10,050
107
– –
-125
108
– –
-40,258
109
– –
-524,292
110
– –
-70
111
– –
-300
1 2 3 4
5