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
$318M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$886

Top Sells

1
+$1.77M
2
+$1.67M
3
+$1.51M
4
AAPL icon
Apple
AAPL
+$1.34M
5
WM icon
Waste Management
WM
+$1.26M

Sector Composition

1 Technology 12.48%
2 Consumer Staples 10.42%
3 Industrials 8.36%
4 Healthcare 6.37%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$498K 0.16%
1,272
-713
52
$487K 0.15%
8,032
-4,146
53
$476K 0.15%
1,564
-824
54
$469K 0.15%
1,793
-9
55
$463K 0.15%
3,822
-2,024
56
$460K 0.14%
1,390
-766
57
$449K 0.14%
3,345
-1,764
58
$423K 0.13%
12,050
-6,388
59
$420K 0.13%
7,692
-3,895
60
$412K 0.13%
4,301
-2,192
61
$412K 0.13%
8,167
-553
62
$406K 0.13%
2,974
-1,496
63
$374K 0.12%
8,179
-4,769
64
$344K 0.11%
700
65
$318K 0.1%
449
-6
66
$313K 0.1%
353
+1
67
$263K 0.08%
459
-53
68
$221K 0.07%
+8,500
69
– –
-2,393
1 2
3