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
$205M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$8.08M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.81M
5
WM icon
Waste Management
WM
+$5.56M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.63%
2 Technology 12.03%
3 Consumer Staples 7.88%
4 Financials 7.57%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.49M 2.19%
+60,377
27
$4.42M 2.16%
+39,875
28
$3.95M 1.93%
+21,584
29
$3.88M 1.89%
+77,069
30
$3.74M 1.83%
+68,840
31
$1.76M 0.86%
+39,009
32
$1.69M 0.83%
+41,189
33
$582K 0.28%
+2,804
34
$388K 0.19%
+2,378
35
$223K 0.11%
+4,280
36
$194K 0.09%
+10,000
37
$179K 0.09%
+700
38
$175K 0.09%
+14,859
39
$170K 0.08%
+368
40
$141K 0.07%
+6,460
41
$133K 0.06%
+3,466
42
$127K 0.06%
+1,221
43
$126K 0.06%
+2,833
44
$121K 0.06%
+350
45
$102K 0.05%
+329
46
$100K 0.05%
+730
47
$94.4K 0.05%
+1,186
48
$72.6K 0.04%
+725
49
$59.3K 0.03%
+225
50
$59K 0.03%
+1,248
1
2
3 4 5