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
351
$334 ﹤0.01%
15
352
$332 ﹤0.01%
+5
353
$299 ﹤0.01%
+14
354
$272 ﹤0.01%
4
355
$259 ﹤0.01%
2
356
$212 ﹤0.01%
+1
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+4
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$180 ﹤0.01%
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359
$177 ﹤0.01%
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10
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362
$156 ﹤0.01%
4
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$121 ﹤0.01%
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+1
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5
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$9 ﹤0.01%
+1
368
$8 ﹤0.01%
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369
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375
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