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
$231M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.97M
3
+$4.08M
4
CHRD icon
Chord Energy
CHRD
+$1.31M
5
WMT icon
Walmart
WMT
+$997K

Top Sells

1
+$278K
2
+$276K
3
+$211K
4
SUZ icon
Suzano
SUZ
+$140K
5
PAA icon
Plains All American Pipeline
PAA
+$120K

Sector Composition

1 Financials 21.02%
2 Consumer Discretionary 20.32%
3 Technology 15.71%
4 Energy 12.56%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$314K 0.14%
3,437
+10
77
$305K 0.13%
2,181
78
$274K 0.12%
15,968
-6,968
79
$270K 0.12%
2,324
+14
80
$268K 0.12%
+4,712
81
$260K 0.11%
4,621
+9
82
$258K 0.11%
2,330
+64
83
$256K 0.11%
949
-30
84
$249K 0.11%
2,890
+7
85
$235K 0.1%
2,653
-74
86
$231K 0.1%
3,984
-109
87
$230K 0.1%
7,785
-345
88
$229K 0.1%
3,012
89
$225K 0.1%
2,741
+14
90
$222K 0.1%
2,710
+4
91
$222K 0.1%
1,151
+151
92
$205K 0.09%
504
+1
93
$203K 0.09%
+215
94
$201K 0.09%
+6,726
95
$181K 0.08%
10,881
-250
96
$105K 0.05%
21,320
97
$86.5K 0.04%
20,315
-5,000
98
$26.6K 0.01%
2,900
99
– –
-1,049
1 2 3
4