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
$231M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.96M
3
+$5.78M
4
V icon
Visa
V
+$5.45M
5
T icon
AT&T
T
+$1.28M

Top Sells

1
+$4.88M
2
+$4.81M
3
+$4.25M
4
MSFT icon
Microsoft
MSFT
+$742K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$515K

Sector Composition

1 Technology 14.66%
2 Healthcare 13.85%
3 Industrials 8.02%
4 Consumer Staples 7.67%
5 Communication Services 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.96M 2.15%
10,314
+728
27
$4.88M 2.12%
133,019
+13,927
28
$4.49M 1.95%
76,212
+7,372
29
$4.08M 1.77%
22,878
+1,294
30
$3.68M 1.59%
73,238
-3,831
31
$2.05M 0.89%
44,303
+5,294
32
$1.96M 0.85%
47,472
+6,283
33
$727K 0.32%
2,779
-25
34
$328K 0.14%
2,086
-292
35
$239K 0.1%
700
36
$191K 0.08%
10,000
37
$178K 0.08%
4,309
+29
38
$168K 0.07%
369
+1
39
$168K 0.07%
493
+164
40
$154K 0.07%
350
41
$151K 0.07%
281
+212
42
$141K 0.06%
6,460
43
$131K 0.06%
986
-36,349
44
$126K 0.05%
3,480
+14
45
$120K 0.05%
2,655
-178
46
$120K 0.05%
1,620
-65,757
47
$118K 0.05%
1,325
+600
48
$117K 0.05%
+1,668
49
$110K 0.05%
730
50
$106K 0.05%
511
+251
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2
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