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
$249M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.88M
3
+$6.65M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.21M

Top Sells

1
+$52.7M
2
+$4.87M
3
+$798K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$483K
5
AAPL icon
Apple
AAPL
+$199K

Sector Composition

1 Technology 14.75%
2 Healthcare 14.07%
3 Industrials 8.1%
4 Consumer Staples 7.29%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.15K ﹤0.01%
493
+12
227
$6K ﹤0.01%
+155
228
$5.88K ﹤0.01%
29
229
$5.81K ﹤0.01%
158
230
$5.79K ﹤0.01%
+150
231
$5.7K ﹤0.01%
48
+1
232
$5.62K ﹤0.01%
10
233
$5.6K ﹤0.01%
80
234
$5.51K ﹤0.01%
41
235
$5.43K ﹤0.01%
+111
236
$5.35K ﹤0.01%
+92
237
$5.15K ﹤0.01%
57
238
$5.04K ﹤0.01%
+46
239
$4.91K ﹤0.01%
+55
240
$4.86K ﹤0.01%
23
241
$4.74K ﹤0.01%
95
+85
242
$4.72K ﹤0.01%
90
-1,102
243
$4.69K ﹤0.01%
+30
244
$4.63K ﹤0.01%
+125
245
$4.62K ﹤0.01%
260
246
$4.51K ﹤0.01%
150
247
$4.49K ﹤0.01%
36
248
$4.48K ﹤0.01%
30
249
$4.26K ﹤0.01%
+42
250
$4.25K ﹤0.01%
24
+4
8 9
10
11 12