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

Top Buys

1
+$2.37M
2
+$1.71M
3
+$1.01M
4
AAPL icon
Apple
AAPL
+$914K
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$687K

Top Sells

1
+$1.03M
2
+$716K
3
+$473K
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
101
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-112
102
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-1,376
103
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-977
104
– –
-687
105
– –
-2,077
106
– –
-160
107
– –
-1,307
108
– –
-754
109
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-225
110
– –
-1,200
1 2 3 4
5