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
$138M
AUM Growth
-$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$779K
3
+$579K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$468K
5
SNOW icon
Snowflake
SNOW
+$359K

Top Sells

1
+$5.01M
2
+$4.04M
3
+$3.02M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$458K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$408K

Sector Composition

1 Financials 19.12%
2 Technology 16.91%
3 Energy 15.19%
4 Consumer Discretionary 13.6%
5 Consumer Staples 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,228
1 2 3
4