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
$214M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$9.67M
2
+$7.53M
3
+$7.09M
4
AAPL icon
Apple
AAPL
+$7.05M
5
VZ icon
Verizon
VZ
+$6.98M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.22%
2 Healthcare 14.77%
3 Industrials 7.52%
4 Consumer Staples 7.38%
5 Financials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$219K 0.1%
+10,000
52
$217K 0.1%
+1,886
53
$213K 0.1%
+730
54
$204K 0.1%
+2,604
55
$203K 0.1%
+2,378
56
$201K 0.09%
+3,109
57
$201K 0.09%
+4,146
1 2
3