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
-$199K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$2.55M
3
+$2.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$875K
5
VZ icon
Verizon
VZ
+$760K

Top Sells

1
+$8.86M
2
+$4.46M
3
+$2.51M
4
USB icon
US Bancorp
USB
+$2.49M
5
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$2.45M

Sector Composition

1 Energy 20.31%
2 Financials 16.1%
3 Technology 15.72%
4 Consumer Discretionary 9.8%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-69,330
77
– –
-29,038
78
– –
-59,545
1 2 3
4