BWS
Buck Wealth Strategies Portfolio holdings
AUM
$656M
1-Year Return
9.57%
This Quarter Return
-2.34%
1 Year Return
+9.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$249M
AUM Growth
+$18.1M
(+7.9%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
8.25%
Top 10 Holdings %
Top 10 Hldgs %
28.29%
Holding
401
New
125
Increased
89
Reduced
34
Closed
32
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$11M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$6.88M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.65M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.74M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$5.21M |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$52.7M |
| 2 |
AT&T
T
|
$4.87M |
| 3 |
Amazon
AMZN
|
$798K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$483K |
| 5 |
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% |
