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
$231M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.97M
3
+$4.08M
4
CHRD icon
Chord Energy
CHRD
+$1.31M
5
WMT icon
Walmart
WMT
+$997K

Top Sells

1
+$278K
2
+$276K
3
+$211K
4
SUZ icon
Suzano
SUZ
+$140K
5
PAA icon
Plains All American Pipeline
PAA
+$120K

Sector Composition

1 Financials 21.02%
2 Consumer Discretionary 20.32%
3 Technology 15.71%
4 Energy 12.56%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$617K 0.27%
3,801
+11
52
$590K 0.26%
+27,593
53
$579K 0.25%
13,503
+1,424
54
$568K 0.25%
6,319
+1,456
55
$501K 0.22%
45,840
-6,405
56
$468K 0.2%
4,539
-292
57
$451K 0.2%
1,484
+101
58
$449K 0.19%
3,127
+9
59
$443K 0.19%
1,981
+4
60
$441K 0.19%
5,341
+20
61
$436K 0.19%
578
62
$414K 0.18%
1,246
63
$406K 0.18%
3,307
+41
64
$397K 0.17%
3,042
+8
65
$395K 0.17%
3,936
+40
66
$395K 0.17%
6,177
+40
67
$380K 0.16%
2,607
-158
68
$370K 0.16%
2,533
+12
69
$361K 0.16%
2,391
-269
70
$359K 0.16%
5,137
+30
71
$348K 0.15%
11,724
+11
72
$343K 0.15%
3,238
+13
73
$338K 0.15%
23,638
+303
74
$336K 0.15%
1,505
-5
75
$320K 0.14%
1,759
+1
1 2
3
4