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
$157M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$3.9M
3
+$1.68M
4
T icon
AT&T
T
+$739K
5
HEP
Holly Energy Partners, L.P.
HEP
+$511K

Top Sells

1
+$2.6M
2
+$848K
3
+$528K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$462K
5
AAPL icon
Apple
AAPL
+$347K

Sector Composition

1 Energy 26.06%
2 Financials 21.68%
3 Technology 13.43%
4 Communication Services 7.63%
5 Consumer Staples 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-50,129
77
– –
-12,637
1 2 3
4