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
$231M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.96M
3
+$5.78M
4
V icon
Visa
V
+$5.45M
5
T icon
AT&T
T
+$1.28M

Top Sells

1
+$4.88M
2
+$4.81M
3
+$4.25M
4
MSFT icon
Microsoft
MSFT
+$742K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$515K

Sector Composition

1 Technology 14.66%
2 Healthcare 13.85%
3 Industrials 8.02%
4 Consumer Staples 7.67%
5 Communication Services 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$104K 0.05%
1,046
-175
52
$102K 0.04%
+873
53
$98.8K 0.04%
+2,000
54
$97.3K 0.04%
892
-38,983
55
$96.8K 0.04%
1,196
+10
56
$94.6K 0.04%
+250
57
$87.6K 0.04%
2,070
+20
58
$79.8K 0.03%
180
+37
59
$78.2K 0.03%
916
+865
60
$74.4K 0.03%
+265
61
$69K 0.03%
715
62
$68.3K 0.03%
225
63
$66.2K 0.03%
222
+208
64
$66.1K 0.03%
591
+554
65
$65K 0.03%
+262
66
$64.1K 0.03%
+727
67
$64K 0.03%
+318
68
$63.8K 0.03%
+356
69
$63.7K 0.03%
+259
70
$63.5K 0.03%
+182
71
$63.4K 0.03%
757
+741
72
$63.2K 0.03%
+688
73
$62.2K 0.03%
+471
74
$61.5K 0.03%
+875
75
$61.3K 0.03%
+1,169
1 2
3
4 5