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
$339M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.6M
3
+$9.86M
4
AMZN icon
Amazon
AMZN
+$9.86M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.56M

Top Sells

1
+$18M
2
+$17.1M
3
+$14.2M
4
CAT icon
Caterpillar
CAT
+$9.03M
5
PFE icon
Pfizer
PFE
+$8.2M

Sector Composition

1 Technology 13.03%
2 Consumer Staples 9.83%
3 Industrials 8.49%
4 Healthcare 6.6%
5 Financials 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$661K 0.2%
1,985
-27,122
52
$648K 0.19%
7,244
-68,965
53
$630K 0.19%
2,191
-15,757
54
$621K 0.18%
6,493
-65,740
55
$620K 0.18%
12,178
-95,195
56
$615K 0.18%
+11,587
57
$612K 0.18%
4,470
-39,554
58
$608K 0.18%
2,388
-21,153
59
$606K 0.18%
5,109
-51,483
60
$594K 0.18%
+18,438
61
$514K 0.15%
12,948
-97,338
62
$438K 0.13%
+8,720
63
$357K 0.11%
+1,802
64
$342K 0.1%
+2,393
65
$311K 0.09%
+700
66
$307K 0.09%
+455
67
$300K 0.09%
+352
68
$279K 0.08%
+512
69
– –
-2,798
70
– –
-882
71
– –
-8,335
72
– –
-5,908
73
– –
-2,636
74
– –
-34,560
75
– –
-295,419
1 2
3
4 5