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
$291M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.9M
3
+$15.9M
4
CAT icon
Caterpillar
CAT
+$9.9M
5
PFE icon
Pfizer
PFE
+$7.63M

Top Sells

1
+$13M
2
+$8.79M
3
+$8.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.93M
5
XOM icon
Exxon Mobil
XOM
+$7.7M

Sector Composition

1 Industrials 15.18%
2 Healthcare 9.89%
3 Technology 9.79%
4 Financials 8.38%
5 Utilities 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$727K 0.25%
+2,798
52
$623K 0.21%
3,111
-43,904
53
$605K 0.21%
5,631
-46,747
54
$585K 0.2%
+13,406
55
$546K 0.19%
1,039
-24,634
56
$522K 0.18%
+9,090
57
$500K 0.17%
+898
58
$494K 0.17%
+5,908
59
$480K 0.16%
+4,833
60
$474K 0.16%
+20,604
61
$447K 0.15%
+2,386
62
$444K 0.15%
+4,416
63
$411K 0.14%
+34,560
64
$385K 0.13%
+3,821
65
$380K 0.13%
+3,308
66
$376K 0.13%
+8,335
67
$365K 0.13%
+7,765
68
$339K 0.12%
3,586
-63,805
69
$288K 0.1%
+3,076
70
$280K 0.1%
1,364
-23,031
71
$280K 0.1%
+882
72
$253K 0.09%
+5,916
73
$243K 0.08%
+2,970
74
$242K 0.08%
+2,636
75
$236K 0.08%
+5,413
1 2
3
4 5