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
276
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-1,000
277
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-14,859
278
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-800
279
– –
-616
280
– –
-20
281
– –
-6
282
– –
-776
283
– –
-23
8 9 10 11
12