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
$550M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$23.1M
3
+$21.1M
4
XONE icon
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
+$11.6M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$8.98M

Top Sells

1
+$19.6M
2
+$11.5M
3
+$11.2M
4
GLD icon
SPDR Gold Trust
GLD
+$11.2M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$11M

Sector Composition

1 Technology 8.82%
2 Consumer Staples 8.72%
3 Industrials 7.19%
4 Healthcare 5.6%
5 Consumer Discretionary 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.26%
+13,284
52
$1.37M 0.25%
+17,378
53
$1.3M 0.24%
13,579
-71,993
54
$1.29M 0.23%
+9,082
55
$1.28M 0.23%
+25,001
56
$1.27M 0.23%
+112,804
57
$1.19M 0.22%
+12,194
58
$1.17M 0.21%
33,400
+18,887
59
$1.16M 0.21%
16,446
+8,335
60
$1.15M 0.21%
+6,545
61
$1.11M 0.2%
+12,099
62
$1.1M 0.2%
10,034
+4,682
63
$1.06M 0.19%
+10,178
64
$1.05M 0.19%
+8,638
65
$1.03M 0.19%
+4,941
66
$1.02M 0.19%
3,418
+1,005
67
$1.02M 0.19%
3,097
+973
68
$967K 0.18%
4,882
+1,064
69
$957K 0.17%
+10,650
70
$946K 0.17%
22,417
+8,680
71
$942K 0.17%
+7,903
72
$906K 0.16%
+10,281
73
$902K 0.16%
+32,573
74
$887K 0.16%
+2,392
75
$885K 0.16%
3,071
-38,738
1 2
3
4 5