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
326
$1.23K ﹤0.01%
12
327
$1.17K ﹤0.01%
45
-12
328
$1.13K ﹤0.01%
77
+1
329
$1.1K ﹤0.01%
131
330
$1.1K ﹤0.01%
+50
331
$1.09K ﹤0.01%
10
332
$1.04K ﹤0.01%
+15
333
$1.03K ﹤0.01%
10
334
$978 ﹤0.01%
59
335
$957 ﹤0.01%
52
336
$932 ﹤0.01%
+50
337
$928 ﹤0.01%
70
338
$922 ﹤0.01%
+16
339
$828 ﹤0.01%
84
340
$823 ﹤0.01%
66
341
$757 ﹤0.01%
25
-1,223
342
$662 ﹤0.01%
+450
343
$606 ﹤0.01%
+18
344
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+15
345
$603 ﹤0.01%
+33
346
$550 ﹤0.01%
13
347
$540 ﹤0.01%
88
+2
348
$409 ﹤0.01%
+10
349
$365 ﹤0.01%
11
350
$350 ﹤0.01%
2
12 13
14
15 16