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
$119M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 34.53%
2 Communication Services 21.92%
3 Technology 13.22%
4 Healthcare 2.2%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$40.8M 34.17%
295,900
+161,220
2
$24.6M 20.58%
347,840
+263,980
3
$15.6M 13.02%
170,536
+128,136
4
$5.18M 4.34%
+117,372
5
$4.51M 3.78%
87,264
+52,316
6
$3.95M 3.31%
173,676
+98,351
7
$2.82M 2.36%
+16,805
8
$2.34M 1.96%
12,303
-6,600
9
$2.02M 1.69%
22,412
+6,567
10
$1.66M 1.39%
50,204
+38,960
11
$1.64M 1.37%
+85,071
12
$923K 0.77%
35,813
-91,398
13
$796K 0.67%
14,500
+14,473
14
$695K 0.58%
7,921
+6,191
15
$692K 0.58%
+3,970
16
$685K 0.57%
12,131
+11,613
17
$632K 0.53%
+9,239
18
$628K 0.53%
+2,038
19
$582K 0.49%
+13,500
20
$550K 0.46%
3,000
21
$549K 0.46%
7,740
+7,580
22
$513K 0.43%
+7,519
23
$502K 0.42%
+14,115
24
$497K 0.42%
+10,005
25
$457K 0.38%
+20,600