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
251
$4.25K ﹤0.01%
29
252
$4.22K ﹤0.01%
52
-864
253
$4.2K ﹤0.01%
100
254
$4.08K ﹤0.01%
+90
255
$3.96K ﹤0.01%
+48
256
$3.91K ﹤0.01%
135
-200
257
$3.9K ﹤0.01%
44
258
$3.8K ﹤0.01%
1,000
259
$3.74K ﹤0.01%
123
260
$3.72K ﹤0.01%
79
+24
261
$3.7K ﹤0.01%
432
262
$3.64K ﹤0.01%
+24
263
$3.61K ﹤0.01%
475
+50
264
$3.57K ﹤0.01%
7
265
$3.53K ﹤0.01%
11
266
$3.5K ﹤0.01%
70
267
$3.48K ﹤0.01%
65
268
$3.39K ﹤0.01%
39
269
$3.35K ﹤0.01%
12
270
$3.33K ﹤0.01%
+46
271
$3.17K ﹤0.01%
+39
272
$3.16K ﹤0.01%
+24
273
$3.11K ﹤0.01%
11
274
$3.08K ﹤0.01%
30
275
$3.04K ﹤0.01%
83
9 10
11
12 13