BWS
Buck Wealth Strategies Portfolio holdings
AUM
$656M
This Quarter Return
+2.33%
1 Year Return
+9.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$205M
AUM Growth
–
Cap. Flow
+$205M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.25%
Holding
200
New
200
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$48.3M |
| 2 |
Apple
AAPL
|
$8.08M |
| 3 |
Amazon
AMZN
|
$6.27M |
| 4 |
Microsoft
MSFT
|
$5.81M |
| 5 |
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% |
