AWS

Arkfeld Wealth Strategies Portfolio holdings

AUM $274M
1-Year Est. Return 21.39%
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.94M
3
+$2.11M
4
GLD icon
SPDR Gold Trust
GLD
+$1.93M
5
LUMN icon
Lumen
LUMN
+$1.73M

Top Sells

1
+$14.3M
2
+$4.93M
3
+$2.14M
4
MET icon
MetLife
MET
+$1.51M
5
HPQ icon
HP
HPQ
+$1.34M

Sector Composition

1 Financials 16.96%
2 Technology 14.79%
3 Energy 13.1%
4 Consumer Discretionary 10.54%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.03%
12,440
27
$1.45M 0.94%
15,862
+10,485
28
$1.3M 0.84%
2,236
29
$1.26M 0.81%
50,830
+20,732
30
$1.25M 0.81%
9,720
+1,820
31
$1.18M 0.76%
15,483
+3
32
$1.07M 0.69%
12,509
-2,297
33
$1.01M 0.66%
25,890
-3
34
$1.01M 0.65%
6,436
+7
35
$946K 0.61%
15,124
+360
36
$803K 0.52%
11,347
+15
37
$711K 0.46%
13,920
+15
38
$674K 0.44%
31,711
39
$648K 0.42%
11,681
+239
40
$648K 0.42%
2,642
-629
41
$638K 0.41%
3,546
-145
42
$585K 0.38%
4,709
43
$583K 0.38%
11,665
44
$557K 0.36%
4,092
-199
45
$503K 0.33%
3,992
+176
46
$491K 0.32%
5,900
47
$485K 0.31%
35,984
-4,753
48
$454K 0.29%
5,853
+16
49
$436K 0.28%
2,516
50
$385K 0.25%
1,170
+39
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2
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