AWS
Arkfeld Wealth Strategies Portfolio holdings
AUM
$253M
This Quarter Return
-10.51%
1 Year Return
+14.86%
3 Year Return
+68.35%
5 Year Return
+129.06%
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(-1.3%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
14.21%
Top 10 Holdings %
Top 10 Hldgs %
54.99%
Holding
76
New
5
Increased
35
Reduced
13
Closed
9
Top Buys
| 1 |
HF Sinclair
DINO
|
$9.88M |
| 2 |
Amazon
AMZN
|
$7.94M |
| 3 |
Intel
INTC
|
$2.28M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$2.28M |
| 5 |
Warner Bros
WBD
|
$1.2M |
Top Sells
| 1 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$2.11M |
| 2 |
Phillips 66
PSX
|
$1.19M |
| 3 |
AE
Adams Resources & Energy Inc.
AE
|
$369K |
| 4 |
Marathon Petroleum
MPC
|
$338K |
| 5 |
PayPal
PYPL
|
$286K |
Sector Composition
| 1 | Energy | 17.37% |
| 2 | Technology | 14.72% |
| 3 | Financials | 13.75% |
| 4 | Communication Services | 10.88% |
| 5 | Consumer Discretionary | 9.14% |