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
$152M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.48M
3
+$366K
4
MRK icon
Merck
MRK
+$240K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$238K

Top Sells

1
+$1.3M
2
+$876K
3
+$479K
4
LUMN icon
Lumen
LUMN
+$277K
5
PSX icon
Phillips 66
PSX
+$239K

Sector Composition

1 Energy 16%
2 Financials 15.59%
3 Technology 13.05%
4 Communication Services 9.75%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$358K 0.24%
3,059
-1,036
52
$354K 0.23%
1,317
-33
53
$353K 0.23%
3,527
+1,027
54
$349K 0.23%
3,169
+9
55
$348K 0.23%
1,638
-710
56
$345K 0.23%
1,961
57
$344K 0.23%
5,897
58
$340K 0.22%
2,454
+171
59
$336K 0.22%
22,000
60
$285K 0.19%
3,650
-100
61
$282K 0.19%
1,399
+2
62
$272K 0.18%
4,380
+221
63
$263K 0.17%
21,968
-8,041
64
$256K 0.17%
1,750
-500
65
$240K 0.16%
+2,170
66
$238K 0.16%
+3,254
67
$236K 0.16%
1,067
-30
68
$231K 0.15%
+2,194
69
$229K 0.15%
1,925
+605
70
$224K 0.15%
6,423
-983
71
$220K 0.14%
624
72
$212K 0.14%
+2,215
73
$207K 0.14%
2,658
+12
1 2
3