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
301
$2.35K ﹤0.01%
+23
302
$2.34K ﹤0.01%
+145
303
$2.34K ﹤0.01%
17
304
$2.3K ﹤0.01%
19
305
$2.29K ﹤0.01%
15
306
$2.21K ﹤0.01%
127
307
$2.11K ﹤0.01%
+25
308
$2.07K ﹤0.01%
14
309
$2.01K ﹤0.01%
+110
310
$2K ﹤0.01%
63
311
$2K ﹤0.01%
40
312
$1.96K ﹤0.01%
180
313
$1.92K ﹤0.01%
58
314
$1.79K ﹤0.01%
19
315
$1.73K ﹤0.01%
100
316
$1.71K ﹤0.01%
+100
317
$1.7K ﹤0.01%
+45
318
$1.68K ﹤0.01%
57
319
$1.61K ﹤0.01%
106
+1
320
$1.57K ﹤0.01%
55
+1
321
$1.54K ﹤0.01%
+27
322
$1.52K ﹤0.01%
14
323
$1.45K ﹤0.01%
54
324
$1.33K ﹤0.01%
166
+87
325
$1.31K ﹤0.01%
+14
11 12
13
14 15