AWS
Arkfeld Wealth Strategies Portfolio holdings
AUM
$316M
1-Year Est. Return
25.69%
This Fund
S&P 500
1 Year Est. Return
+25.69%
AUM
$316M
AUM Growth
+$25.3M
(+8.7%)
Holding
118
Top Buys
| 1 | +$4.59M | |
| 2 | +$3.35M | |
| 3 | +$1.93M | |
| 4 |
Target
TGT
|
+$1.48M |
| 5 |
Robinhood
HOOD
|
+$1.4M |
Top Sells
| 1 | +$2.71M | |
| 2 | +$902K | |
| 3 | +$567K | |
| 4 |
SPDR Gold Trust
GLD
|
+$523K |
| 5 |
Cisco
CSCO
|
+$504K |
Sector Composition
| 1 | Consumer Discretionary | 21.38% |
| 2 | Financials | 18.95% |
| 3 | Technology | 15.19% |
| 4 | Energy | 13.11% |
| 5 | Communication Services | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
AT&T
T
$185B
| $679K | 0.21% |
26,678
+544
|
|
||
52
Johnson & Johnson
JNJ
$564B
| $663K | 0.21% |
2,779
+261
|
|
||
53
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$51.1B
| $609K | 0.19% |
6,653
-117
|
|
||
54
Snowflake
SNOW
$49.8B
| $597K | 0.19% |
4,134
-38
|
|
||
55
SentinelOne
S
$4.77B
| $582K | 0.18% |
43,911
+58
|
|
||
56
Shell
SHEL
$245B
| $569K | 0.18% |
6,333
+33
|
|
||
57
Procter & Gamble
PG
$341B
| $567K | 0.18% |
3,958
+97
|
|
||
58
Cardinal Health
CAH
$50.4B
| $565K | 0.18% |
2,668
+8
|
|
||
59
Valero Energy
VLO
$66.9B
| $564K | 0.18% |
2,400
+9
|
|
||
60
Chevron
CVX
$366B
| $547K | 0.17% |
2,959
+82
|
|
||
61
Union Pacific
UNP
$149B
| $543K | 0.17% |
2,191
+224
|
|
||
62
Palantir
PLTR
$350B
| $543K | 0.17% |
3,819
+16
|
|
||
63
Vanguard High Dividend Yield ETF
VYM
$76.1B
| $533K | 0.17% |
3,482
+18
|
|
||
64
Eli Lilly
LLY
$828B
| $524K | 0.17% |
579
|
|
||
65
Coca-Cola
KO
$326B
| $510K | 0.16% |
6,766
+869
|
|
||
66
Seagate
STX
$123B
| $492K | 0.16% |
947
|
|
||
67
Nu Holdings
NU
$74.6B
| $488K | 0.15% |
31,795
-1,500
|
|
||
68
TSMC
TSM
$1.92T
| $485K | 0.15% |
1,294
-19
|
|
||
69
Arista Networks
ANET
$207B
| $465K | 0.15% |
3,012
|
|
||
70
McDonald's
MCD
$221B
| $460K | 0.15% |
1,503
+19
|
|
||
71
Merck
MRK
$294B
| $442K | 0.14% |
3,749
+1,058
|
|
||
72
Enterprise Products Partners
EPD
$79.3B
| $437K | 0.14% |
11,770
+11
|
|
||
73
PepsiCo
PEP
$216B
| $432K | 0.14% |
2,790
+105
|
|
||
74
Qualcomm
QCOM
$145B
| $427K | 0.14% |
3,212
+26
|
|
||
75
Visa
V
$610B
| $422K | 0.13% |
1,337
|
|