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
$166M
AUM Growth
-$199K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$2.55M
3
+$2.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$875K
5
VZ icon
Verizon
VZ
+$760K

Top Sells

1
+$8.86M
2
+$4.46M
3
+$2.51M
4
USB icon
US Bancorp
USB
+$2.49M
5
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$2.45M

Sector Composition

1 Energy 20.31%
2 Financials 16.1%
3 Technology 15.72%
4 Consumer Discretionary 9.8%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$438K 0.26%
2,516
+1
52
$427K 0.26%
23,000
53
$421K 0.25%
2,500
-295
54
$389K 0.23%
1,131
55
$364K 0.22%
11,800
+800
56
$354K 0.21%
11,338
+1
57
$353K 0.21%
1,350
58
$349K 0.21%
1,393
+6
59
$330K 0.2%
1,938
+125
60
$327K 0.2%
6,647
-811
61
$324K 0.2%
2,750
62
$321K 0.19%
30,009
63
$311K 0.19%
1,962
+9
64
$301K 0.18%
10,258
-17
65
$296K 0.18%
1,902
66
$276K 0.17%
3,910
-400
67
$238K 0.14%
1,107
68
$236K 0.14%
3,877
+9
69
$231K 0.14%
7,500
70
$231K 0.14%
6,019
+2
71
$225K 0.14%
2,163
+5
72
$218K 0.13%
2,802
+9
73
$215K 0.13%
+4,275
74
$215K 0.13%
3,400
75
– –
-39,943
1 2
3
4