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
$153M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$1.01M
3
+$917K
4
AAPL icon
Apple
AAPL
+$862K
5
TOST icon
Toast
TOST
+$778K

Top Sells

1
+$9.4M
2
+$338K
3
+$231K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$103K
5
CASY icon
Casey's General Stores
CASY
+$79.2K

Sector Composition

1 Technology 17.55%
2 Financials 16.18%
3 Consumer Discretionary 14.31%
4 Energy 12.73%
5 Consumer Staples 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$420K 0.28%
24,757
+405
52
$402K 0.26%
1,383
+1
53
$398K 0.26%
637
54
$382K 0.25%
5,976
+39
55
$372K 0.24%
3,703
+48
56
$348K 0.23%
22,433
+109
57
$333K 0.22%
4,247
+21
58
$327K 0.21%
2,241
+265
59
$326K 0.21%
22,250
+141
60
$319K 0.21%
2,694
+407
61
$318K 0.21%
3,189
+8
62
$310K 0.2%
11,538
+12
63
$310K 0.2%
3,000
64
$308K 0.2%
1,419
+6
65
$295K 0.19%
9,381
+95
66
$288K 0.19%
1,755
+2
67
$282K 0.18%
4,696
+35
68
$281K 0.18%
1,068
69
$273K 0.18%
3,041
+371
70
$267K 0.17%
4,140
+15
71
$247K 0.16%
+3,080
72
$228K 0.15%
+3,740
73
$228K 0.15%
6,543
+69
74
$222K 0.15%
+2,245
75
$216K 0.14%
2,080
1 2
3
4