BWS

Buck Wealth Strategies Portfolio holdings

AUM $788M
1-Year Est. Return 12.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$5.47M
3
+$3.17M
4
JPM icon
JPMorgan Chase
JPM
+$2.98M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.98M

Top Sells

1
+$1.17M
2
+$1.16M
3
+$1.11M
4
UPS icon
United Parcel Service
UPS
+$1.1M
5
TGT icon
Target
TGT
+$1.06M

Sector Composition

1 Technology 9.59%
2 Consumer Staples 7.76%
3 Industrials 6.37%
4 Healthcare 5.1%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 1.59%
22,532
+2,361
27
$10.2M 1.55%
63,793
+7,058
28
$9.86M 1.5%
124,603
+30,130
29
$9.47M 1.44%
21,444
+2,308
30
$9.17M 1.4%
139,967
+9,334
31
$9.16M 1.4%
185,162
+41,332
32
$8.9M 1.36%
80,794
+14,966
33
$8.62M 1.31%
163,805
+1,440
34
$8.51M 1.3%
133,154
+17,520
35
$8.39M 1.28%
26,891
+8,307
36
$7.04M 1.07%
64,448
-8,596
37
$6.47M 0.99%
313,444
+17,281
38
$5.85M 0.89%
58,731
+5,422
39
$5.26M 0.8%
138,705
+12,087
40
$5.16M 0.79%
37,057
+2,879
41
$5.1M 0.78%
66,128
+6,738
42
$4.94M 0.75%
65,227
+7,176
43
$4.94M 0.75%
49,053
+7,350
44
$4.87M 0.74%
177,898
+41,319
45
$4.87M 0.74%
63,498
+6,796
46
$2.94M 0.45%
5,338
+1,641
47
$2.91M 0.44%
4,715
+1,582
48
$2.25M 0.34%
23,611
-213
49
$2.12M 0.32%
26,345
+8,967
50
$2.04M 0.31%
21,334
+7,755
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