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
$155M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.94M
3
+$2.11M
4
GLD icon
SPDR Gold Trust
GLD
+$1.93M
5
LUMN icon
Lumen
LUMN
+$1.73M

Top Sells

1
+$14.3M
2
+$4.93M
3
+$2.14M
4
MET icon
MetLife
MET
+$1.51M
5
HPQ icon
HP
HPQ
+$1.34M

Sector Composition

1 Financials 16.96%
2 Technology 14.79%
3 Energy 13.1%
4 Consumer Discretionary 10.54%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-22,184
77
– –
-2,500
78
– –
-34,705
79
– –
-3,400
80
– –
-405,563
81
– –
-32,197
1 2 3
4