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
$205M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$8.08M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.81M
5
WM icon
Waste Management
WM
+$5.56M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.63%
2 Technology 12.03%
3 Consumer Staples 7.88%
4 Financials 7.57%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$58.6K 0.03%
+143
52
$56.9K 0.03%
+2,050
53
$54.6K 0.03%
+943
54
$52.4K 0.03%
+691
55
$52.1K 0.03%
+715
56
$51.6K 0.03%
+388
57
$51.3K 0.03%
+3,171
58
$50.8K 0.02%
+2,745
59
$50.1K 0.02%
+2,726
60
$50K 0.02%
+2,135
61
$49.6K 0.02%
+260
62
$47.9K 0.02%
+83
63
$46.5K 0.02%
+145
64
$40K 0.02%
+1,225
65
$38.4K 0.02%
+616
66
$37.8K 0.02%
+542
67
$36.9K 0.02%
+1,756
68
$36.2K 0.02%
+123
69
$34.1K 0.02%
+69
70
$33.9K 0.02%
+1,192
71
$30.5K 0.01%
+220
72
$29.8K 0.01%
+568
73
$27.3K 0.01%
+82
74
$25.5K 0.01%
+128
75
$25.2K 0.01%
+113
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3
4 5