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
$481M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.4M
3
+$6.5M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.2M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$6.14M

Top Sells

1
+$5.74M
2
+$5.57M
3
+$412K
4
COST icon
Costco
COST
+$77.9K

Sector Composition

1 Technology 11.13%
2 Consumer Staples 8.97%
3 Industrials 7.26%
4 Healthcare 5.16%
5 Financials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$827K 0.17%
2,047
+254
52
$810K 0.17%
5,777
+2,432
53
$803K 0.17%
13,584
+5,552
54
$776K 0.16%
9,421
+3,797
55
$773K 0.16%
2,329
+939
56
$773K 0.16%
6,521
+2,699
57
$770K 0.16%
2,124
+852
58
$766K 0.16%
2,641
+1,077
59
$747K 0.16%
8,367
+3,430
60
$723K 0.15%
2,413
+999
61
$675K 0.14%
5,352
+2,378
62
$673K 0.14%
21,920
+9,870
63
$657K 0.14%
13,737
+5,558
64
$602K 0.13%
8,111
+3,810
65
$582K 0.12%
14,513
+6,821
66
$517K 0.11%
882
+423
67
$502K 0.1%
+1,290
68
$447K 0.09%
501
+52
69
$440K 0.09%
+3,274
70
$374K 0.08%
+1,702
71
$372K 0.08%
713
+13
72
$312K 0.06%
+689
73
$308K 0.06%
+2,825
74
$302K 0.06%
+2,085
75
$292K 0.06%
2,718
-51,732
1 2
3
4