BWS

Buck Wealth Strategies Portfolio holdings

AUM $730M
1-Year Est. Return 9.44%
This Quarter Est. Return
1 Year Est. Return
+9.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.96M
3
+$5.78M
4
V icon
Visa
V
+$5.45M
5
T icon
AT&T
T
+$1.28M

Top Sells

1
+$4.88M
2
+$4.81M
3
+$4.25M
4
MSFT icon
Microsoft
MSFT
+$742K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$515K

Sector Composition

1 Technology 14.66%
2 Healthcare 13.85%
3 Industrials 8.02%
4 Consumer Staples 7.67%
5 Communication Services 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.64K ﹤0.01%
127
227
$2.64K ﹤0.01%
15
228
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19
229
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17
230
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14
231
$2.4K ﹤0.01%
14
232
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12
233
$2.28K ﹤0.01%
12
234
$2.26K ﹤0.01%
180
235
$2.17K ﹤0.01%
19
236
$2.17K ﹤0.01%
63
237
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10
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$2.09K ﹤0.01%
40
239
$1.91K ﹤0.01%
+32
240
$1.86K ﹤0.01%
57
241
$1.8K ﹤0.01%
100
242
$1.78K ﹤0.01%
+58
243
$1.74K ﹤0.01%
+105
244
$1.64K ﹤0.01%
54
+1
245
$1.56K ﹤0.01%
175
246
$1.49K ﹤0.01%
10
247
$1.43K ﹤0.01%
+52
248
$1.37K ﹤0.01%
+12
249
$1.33K ﹤0.01%
57
250
$1.24K ﹤0.01%
+54
8 9
10
11 12