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
$481M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.4M
3
+$6.5M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.2M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$6.14M

Top Sells

1
+$5.74M
2
+$5.57M
3
+$412K
4
COST icon
Costco
COST
+$77.9K

Sector Composition

1 Technology 11.13%
2 Consumer Staples 8.97%
3 Industrials 7.26%
4 Healthcare 5.16%
5 Financials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.91M 1.85%
143,114
+39,409
27
$8.9M 1.85%
89,487
+36,715
28
$8.82M 1.83%
14,036
+3,035
29
$8.55M 1.78%
213,753
+53,390
30
$8.54M 1.77%
50,932
+13,756
31
$8.27M 1.72%
17,450
+3,973
32
$7.97M 1.66%
15,747
+3,571
33
$7.94M 1.65%
16,340
+4,014
34
$7.91M 1.64%
85,572
+67,101
35
$7.3M 1.52%
28,006
+7,669
36
$7.19M 1.5%
71,514
+24,435
37
$6.86M 1.42%
136,105
+48,661
38
$6.72M 1.4%
117,245
+51,448
39
$5.92M 1.23%
79,157
+63,692
40
$5.9M 1.23%
57,324
+2,914
41
$4.57M 0.95%
103,761
+45,205
42
$4.5M 0.94%
94,130
+41,055
43
$4.48M 0.93%
+51,039
44
$4.22M 0.88%
+115,309
45
$3.98M 0.83%
+53,929
46
$3.96M 0.82%
+50,901
47
$3.87M 0.8%
+31,059
48
$3.81M 0.79%
68,908
+55,529
49
$3.59M 0.75%
107,307
+30,450
50
$860K 0.18%
3,818
+1,427
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