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