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
$214M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.7M
3
+$6.45M
4
AMZN icon
Amazon
AMZN
+$6.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.22%
2 Healthcare 14.77%
3 Industrials 7.52%
4 Consumer Staples 7.38%
5 Financials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.8M 2.24%
+9,515
27
$4.77M 2.23%
+20,726
28
$4.73M 2.21%
+161,174
29
$4.69M 2.19%
+45,248
30
$4.44M 2.08%
+52,523
31
$4.44M 2.07%
+10,844
32
$4.24M 1.98%
+8,303
33
$4.05M 1.9%
+87,377
34
$4.04M 1.89%
+81,641
35
$3.81M 1.78%
+79,443
36
$3.7M 1.73%
+74,767
37
$3.69M 1.73%
+65,833
38
$3.63M 1.7%
+53,121
39
$3.35M 1.57%
+19,517
40
$2.58M 1.21%
+51,363
41
$2.57M 1.2%
+28,944
42
$1.56M 0.73%
+35,650
43
$1.49M 0.7%
+37,906
44
$559K 0.26%
+2,232
45
$335K 0.16%
+1,990
46
$244K 0.11%
+1,591
47
$234K 0.11%
+858
48
$232K 0.11%
+2,442
49
$228K 0.11%
+1,067
50
$223K 0.1%
+2,358
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