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
$318M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$886

Top Sells

1
+$1.77M
2
+$1.67M
3
+$1.51M
4
AAPL icon
Apple
AAPL
+$1.34M
5
WM icon
Waste Management
WM
+$1.26M

Sector Composition

1 Technology 12.48%
2 Consumer Staples 10.42%
3 Industrials 8.36%
4 Healthcare 6.37%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.55M 2.06%
20,337
-2,606
27
$6.44M 2.03%
37,176
-4,608
28
$6.39M 2.01%
26,298
-1,915
29
$6.38M 2.01%
54,450
-6,366
30
$6.38M 2.01%
23,200
-2,751
31
$6.29M 1.98%
12,876
-729
32
$6.17M 1.94%
98,493
-5,052
33
$5.99M 1.89%
52,772
-7,081
34
$5.74M 1.81%
43,685
-4,678
35
$5.73M 1.8%
59,876
-2,737
36
$5.28M 1.66%
65,797
-5,878
37
$5.15M 1.62%
21,705
-1,126
38
$4.77M 1.5%
47,079
-3,855
39
$4.44M 1.4%
87,444
-6,364
40
$4.07M 1.28%
54,410
-9,422
41
$2.89M 0.91%
76,857
-8,709
42
$2.8M 0.88%
53,075
-2,333
43
$2.8M 0.88%
58,556
-2,567
44
$1.81M 0.57%
18,471
-395
45
$1.26M 0.4%
15,465
-218
46
$823K 0.26%
13,379
-168
47
$515K 0.16%
2,391
-1,400
48
$514K 0.16%
1,414
-777
49
$514K 0.16%
4,937
-2,307
50
$507K 0.16%
5,624
-3,042
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