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
$165M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.86M
3
+$1.68M
4
DINO icon
HF Sinclair
DINO
+$684K
5
KOF icon
Coca-Cola Femsa
KOF
+$448K

Top Sells

1
+$2.98M
2
+$1.65M
3
+$151K
4
USB icon
US Bancorp
USB
+$102K
5
MET icon
MetLife
MET
+$85.1K

Sector Composition

1 Energy 24.9%
2 Financials 18.91%
3 Technology 13.65%
4 Communication Services 7.67%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.12%
4,275
77
$194K 0.12%
17,800
78
$178K 0.11%
+10,075
79
– –
-73,028
1 2 3
4