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
$166M
AUM Growth
+$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.69M
3
+$857K
4
NUE icon
Nucor
NUE
+$644K
5
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$358K

Top Sells

1
+$1.8M
2
+$1.42M
3
+$1.4M
4
COP icon
ConocoPhillips
COP
+$1.39M
5
BAC icon
Bank of America
BAC
+$1.35M

Sector Composition

1 Energy 24.85%
2 Financials 17.07%
3 Technology 13.49%
4 Communication Services 7.67%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K 0.13%
2,793
+10
77
– –
-10,075
78
– –
-17,800
79
– –
-4,275
80
– –
-4,250
1 2 3
4