BWS

Buck Wealth Strategies Portfolio holdings

AUM $788M
1-Year Est. Return 12.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.8%
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
+$6.1M
2
+$5.47M
3
+$5.3M
4
V icon
Visa
V
+$5.25M
5
T icon
AT&T
T
+$1.37M

Top Sells

1
+$4.98M
2
+$4.87M
3
+$4.42M
4
MSFT icon
Microsoft
MSFT
+$683K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$495K

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
251
$1.22K ﹤0.01%
10
252
$1.1K ﹤0.01%
+76
253
$1.07K ﹤0.01%
131
254
$1.02K ﹤0.01%
59
255
$997 ﹤0.01%
70
256
$992 ﹤0.01%
66
-1,599
257
$838 ﹤0.01%
84
258
$765 ﹤0.01%
7
259
$713 ﹤0.01%
13
260
$693 ﹤0.01%
+74
261
$598 ﹤0.01%
+10
262
$549 ﹤0.01%
+86
263
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264
$425 ﹤0.01%
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265
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$266 ﹤0.01%
+4
267
$252 ﹤0.01%
+4
268
$248 ﹤0.01%
2
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+10
271
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+4
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$120 ﹤0.01%
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273
$106 ﹤0.01%
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274
$82 ﹤0.01%
+5
275
$12 ﹤0.01%
+1
8 9 10
11
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