BWS

Buck Wealth Strategies Portfolio holdings

AUM $550M
AUM
$550M
AUM Growth
+$69.1M
Cap. Flow
+$112M
Cap. Flow %
20.36%
Top 10 Hldgs %
37.98%
Holding
138
New
59
Increased
42
Reduced
23
Closed
14

Top Buys

1
$29.1M
2
$23.1M
3
$21.1M
4
$11.6M
5
$8.98M

Top Sells

1
$19.6M
2
$11.5M
3
$11.2M
4
$11M
5
$8.43M

Sector Composition

1Technology8.82%
2Consumer Staples8.72%
3Industrials7.19%
4Healthcare5.6%
5Consumer Discretionary4.43%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.45M0.26%13,284 New
+$1.45M
$1.37M0.25%17,378 New
+$1.37M
$1.3M0.24%13,579
-71,993
-84%
-$6.87M
$1.29M0.23%9,082 New
+$1.29M
$1.28M0.23%25,001 New
+$1.28M
$1.27M0.23%112,804 New
+$1.27M
$1.19M0.22%12,194 New
+$1.19M
$1.17M0.21%33,400
+18,887
+130%
+$660K
$1.16M0.21%16,446
+8,335
+103%
+$587K
$1.15M0.21%6,545 New
+$1.15M
$1.11M0.2%12,099 New
+$1.11M
$1.1M0.2%10,034
+4,682
+87%
+$515K
$1.06M0.19%10,178 New
+$1.06M
$1.05M0.19%8,638 New
+$1.05M
$1.03M0.19%4,941 New
+$1.03M
$1.02M0.19%3,418
+1,005
+42%
+$301K
$1.02M0.19%3,097
+973
+46%
+$321K
$967K0.18%4,882
+1,064
+28%
+$211K
$957K0.17%10,650 New
+$957K
$946K0.17%22,417
+8,680
+63%
+$366K
$942K0.17%7,903 New
+$942K
$906K0.16%10,281 New
+$906K
$902K0.16%32,573 New
+$902K
$887K0.16%2,392 New
+$887K
$885K0.16%3,071
-38,738
-93%
-$11.2M
123456