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
$138M
AUM Growth
-$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$779K
3
+$579K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$468K
5
SNOW icon
Snowflake
SNOW
+$359K

Top Sells

1
+$5.01M
2
+$4.04M
3
+$3.02M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$458K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$408K

Sector Composition

1 Financials 19.12%
2 Technology 16.91%
3 Energy 15.19%
4 Consumer Discretionary 13.6%
5 Consumer Staples 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$359K 0.26%
+2,087
52
$356K 0.26%
1,706
+65
53
$339K 0.25%
3,179
+6
54
$327K 0.24%
1,409
+5
55
$327K 0.24%
22,215
+124
56
$318K 0.23%
11,952
+20
57
$314K 0.23%
1,969
+7
58
$309K 0.22%
22,020
+20
59
$294K 0.21%
+7,738
60
$284K 0.21%
9,197
+91
61
$281K 0.2%
3,000
62
$281K 0.2%
637
+13
63
$277K 0.2%
4,635
+57
64
$266K 0.19%
3,580
+12
65
$259K 0.19%
1,068
+1
66
$252K 0.18%
+9,100
67
$246K 0.18%
1,752
+1
68
$245K 0.18%
2,284
+112
69
$241K 0.18%
+2,080
70
$235K 0.17%
6,474
+27
71
$222K 0.16%
2,465
+15
72
$206K 0.15%
2,228
+18
73
– –
-1,373
74
– –
-367
75
– –
-125,005
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3
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