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
$339M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.6M
3
+$9.86M
4
AMZN icon
Amazon
AMZN
+$9.86M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.56M

Top Sells

1
+$18M
2
+$17.1M
3
+$14.2M
4
CAT icon
Caterpillar
CAT
+$9.03M
5
PFE icon
Pfizer
PFE
+$8.2M

Sector Composition

1 Technology 13.03%
2 Consumer Staples 9.83%
3 Industrials 8.49%
4 Healthcare 6.6%
5 Financials 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.99M 2.06%
+15,086
27
$6.89M 2.03%
+41,784
28
$6.83M 2.02%
+48,363
29
$6.81M 2.01%
+25,951
30
$6.61M 1.95%
+14,151
31
$6.56M 1.94%
+71,675
32
$6.52M 1.93%
+130,653
33
$6.52M 1.92%
+13,605
34
$6.07M 1.79%
28,213
+26,849
35
$5.97M 1.76%
+103,545
36
$5.79M 1.71%
+62,613
37
$5.07M 1.5%
50,934
+42,314
38
$4.98M 1.47%
+22,831
39
$4.73M 1.4%
+93,808
40
$3.9M 1.15%
63,832
-17,197
41
$3.22M 0.95%
+85,566
42
$2.74M 0.81%
+55,408
43
$2.67M 0.79%
+61,123
44
$1.77M 0.52%
+18,866
45
$1.19M 0.35%
+15,683
46
$781K 0.23%
+13,547
47
$692K 0.2%
3,791
-28,282
48
$685K 0.2%
5,846
-46,715
49
$676K 0.2%
2,156
-23,746
50
$672K 0.2%
8,666
-89,961
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