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
$231M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.97M
3
+$4.08M
4
CHRD icon
Chord Energy
CHRD
+$1.31M
5
WMT icon
Walmart
WMT
+$997K

Top Sells

1
+$278K
2
+$276K
3
+$211K
4
SUZ icon
Suzano
SUZ
+$140K
5
PAA icon
Plains All American Pipeline
PAA
+$120K

Sector Composition

1 Financials 21.02%
2 Consumer Discretionary 20.32%
3 Technology 15.71%
4 Energy 12.56%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.8%
1,904
+6
27
$1.8M 0.78%
230,023
-8,169
28
$1.66M 0.72%
53,388
+12,987
29
$1.52M 0.66%
17,917
+38
30
$1.5M 0.65%
9,748
-200
31
$1.47M 0.64%
15,072
+4,078
32
$1.4M 0.61%
2,814
+778
33
$1.39M 0.6%
15,213
+3,157
34
$1.37M 0.59%
5,829
-29
35
$1.3M 0.56%
16,222
-518
36
$1.29M 0.56%
12,268
-2,625
37
$1.05M 0.46%
13,831
-531
38
$1.02M 0.44%
15,113
+18
39
$995K 0.43%
10,472
-107
40
$977K 0.42%
13,647
-694
41
$938K 0.41%
3,447
+566
42
$908K 0.39%
6,907
-17
43
$893K 0.39%
7,733
+12
44
$877K 0.38%
23,616
-1,324
45
$873K 0.38%
3,726
+25
46
$859K 0.37%
35,388
-43
47
$807K 0.35%
90,283
-15,649
48
$746K 0.32%
19,098
+470
49
$643K 0.28%
24,276
+844
50
$636K 0.28%
4,206
-76
1
2
3 4