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
276
$3.04K ﹤0.01%
35
277
$3.01K ﹤0.01%
21
278
$2.98K ﹤0.01%
+73
279
$2.98K ﹤0.01%
10
280
$2.96K ﹤0.01%
6
281
$2.91K ﹤0.01%
36
+1
282
$2.89K ﹤0.01%
+87
283
$2.87K ﹤0.01%
+132
284
$2.86K ﹤0.01%
42
285
$2.86K ﹤0.01%
30
+1
286
$2.85K ﹤0.01%
208
287
$2.85K ﹤0.01%
10
288
$2.78K ﹤0.01%
73
+1
289
$2.71K ﹤0.01%
14
-81
290
$2.69K ﹤0.01%
+57
291
$2.68K ﹤0.01%
+30
292
$2.67K ﹤0.01%
+77
293
$2.63K ﹤0.01%
24
294
$2.63K ﹤0.01%
7
295
$2.62K ﹤0.01%
6
296
$2.54K ﹤0.01%
+39
297
$2.54K ﹤0.01%
44
298
$2.49K ﹤0.01%
12
299
$2.42K ﹤0.01%
+100
300
$2.38K ﹤0.01%
+40
10 11
12
13 14