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
$291M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.9M
3
+$15.9M
4
CAT icon
Caterpillar
CAT
+$9.9M
5
PFE icon
Pfizer
PFE
+$7.63M

Top Sells

1
+$13M
2
+$8.79M
3
+$8.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.93M
5
XOM icon
Exxon Mobil
XOM
+$7.7M

Sector Composition

1 Industrials 15.18%
2 Healthcare 9.89%
3 Technology 9.79%
4 Financials 8.38%
5 Utilities 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 1.14%
5,085
-6,807
27
$3.13M 1.07%
+16,375
28
$2.42M 0.83%
+5,890
29
$2.32M 0.8%
+12,703
30
$2.29M 0.79%
+81,936
31
$2.26M 0.78%
+14,616
32
$2.24M 0.77%
+50,247
33
$2.14M 0.74%
+24,525
34
$2.12M 0.73%
+22,916
35
$2.05M 0.71%
+8,734
36
$2.01M 0.69%
+25,636
37
$1.99M 0.68%
+16,182
38
$1.89M 0.65%
+1,241
39
$1.88M 0.65%
+5,184
40
$1.87M 0.64%
+5,398
41
$1.72M 0.59%
+48,484
42
$1.68M 0.58%
+38,318
43
$1.41M 0.49%
+42,933
44
$1.4M 0.48%
8,851
+6,763
45
$1.23M 0.42%
+391
46
$1.05M 0.36%
6,143
-41,991
47
$875K 0.3%
+2,080
48
$866K 0.3%
8,845
-80,947
49
$857K 0.29%
8,620
-64,605
50
$816K 0.28%
+8,369
1
2
3 4 5