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
$153M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$1.01M
3
+$917K
4
AAPL icon
Apple
AAPL
+$862K
5
TOST icon
Toast
TOST
+$778K

Top Sells

1
+$9.4M
2
+$338K
3
+$231K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$103K
5
CASY icon
Casey's General Stores
CASY
+$79.2K

Sector Composition

1 Technology 17.55%
2 Financials 16.18%
3 Consumer Discretionary 14.31%
4 Energy 12.73%
5 Consumer Staples 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.79%
7,187
+8
27
$1.06M 0.69%
6,860
+182
28
$1.02M 0.67%
11,272
-30
29
$994K 0.65%
15,360
+96
30
$917K 0.6%
+42,310
31
$884K 0.58%
13,707
+658
32
$857K 0.56%
25,469
+169
33
$840K 0.55%
6,142
+456
34
$815K 0.53%
1,872
+8
35
$780K 0.51%
14,680
+3,150
36
$778K 0.51%
+41,379
37
$766K 0.5%
14,418
+1,161
38
$752K 0.49%
4,699
+26
39
$739K 0.48%
3,753
+133
40
$629K 0.41%
4,725
-61
41
$599K 0.39%
3,512
+303
42
$503K 0.33%
3,367
+46
43
$493K 0.32%
10,013
+9
44
$482K 0.32%
2,051
+398
45
$475K 0.31%
12,163
+183
46
$453K 0.3%
2,707
+10
47
$432K 0.28%
3,088
+9
48
$432K 0.28%
1,818
+112
49
$430K 0.28%
5,242
+18
50
$429K 0.28%
2,653
+1
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