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
$140M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$858K
2 +$318K
3 +$296K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$244K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$213K

Top Sells

1 +$4.42M
2 +$3.48M
3 +$3.44M
4
WLKP icon
Westlake Chemical Partners
WLKP
+$1.55M
5
WBD icon
Warner Bros
WBD
+$834K

Sector Composition

1 Financials 16.77%
2 Technology 16.68%
3 Energy 14.46%
4 Consumer Discretionary 10.79%
5 Communication Services 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-33,260
77
-30,655