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
$207M
AUM Growth
+$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$510K
3
+$455K
4
MSFT icon
Microsoft
MSFT
+$334K
5
DVN icon
Devon Energy
DVN
+$259K

Top Sells

1
+$4.62M
2
+$1.98M
3
+$1.74M
4
GTLB icon
GitLab
GTLB
+$664K
5
SMCI icon
Super Micro Computer
SMCI
+$511K

Sector Composition

1 Financials 18.49%
2 Technology 17.97%
3 Energy 16.84%
4 Consumer Discretionary 13.88%
5 Consumer Staples 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$509K 0.25%
23,222
+384
52
$501K 0.24%
4,363
-896
53
$471K 0.23%
1,974
+4
54
$461K 0.22%
2,745
+36
55
$442K 0.21%
10,948
-830
56
$441K 0.21%
4,842
+20
57
$437K 0.21%
5,300
+20
58
$431K 0.21%
2,690
+1
59
$420K 0.2%
1,383
60
$417K 0.2%
6,092
+39
61
$407K 0.2%
3,167
+295
62
$403K 0.2%
1,506
+78
63
$403K 0.2%
22,808
+124
64
$402K 0.19%
3,218
+5
65
$397K 0.19%
23,045
+266
66
$387K 0.19%
3,851
+50
67
$386K 0.19%
1,757
+1
68
$378K 0.18%
2,509
+113
69
$373K 0.18%
2,181
+1
70
$356K 0.17%
5,070
+103
71
$348K 0.17%
11,702
+12
72
$346K 0.17%
1,246
+1
73
$339K 0.16%
3,025
+11
74
$324K 0.16%
3,403
+11
75
$301K 0.15%
4,095
-157
1 2
3
4