BWS

Buck Wealth Strategies Portfolio holdings

AUM $788M
1-Year Est. Return 12.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$5.47M
3
+$3.17M
4
JPM icon
JPMorgan Chase
JPM
+$2.98M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.98M

Top Sells

1
+$1.17M
2
+$1.16M
3
+$1.11M
4
UPS icon
United Parcel Service
UPS
+$1.1M
5
TGT icon
Target
TGT
+$1.06M

Sector Composition

1 Technology 9.59%
2 Consumer Staples 7.76%
3 Industrials 6.37%
4 Healthcare 5.1%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.3%
174,938
+62,134
52
$1.95M 0.3%
38,134
+13,133
53
$1.9M 0.29%
19,131
+6,937
54
$1.66M 0.25%
3,785
+1,393
55
$1.5M 0.23%
51,852
-3,907
56
$1.44M 0.22%
10,033
-245
57
$1.38M 0.21%
9,056
+6,961
58
$1.31M 0.2%
12,622
-662
59
$1.27M 0.19%
4,156
+1,085
60
$1.22M 0.19%
6,913
+2,408
61
$1.22M 0.19%
7,013
+2,515
62
$1.1M 0.17%
5,918
-627
63
$1.08M 0.16%
36,234
+12,975
64
$1.07M 0.16%
10,256
+3,348
65
$1.07M 0.16%
23,561
+1,144
66
$1.06M 0.16%
8,249
-833
67
$1.04M 0.16%
11,970
+1,320
68
$1.04M 0.16%
8,620
+2,980
69
$1.02M 0.16%
1,386
+503
70
$1.01M 0.15%
10,163
+3,517
71
$1M 0.15%
5,313
+431
72
$999K 0.15%
+32,222
73
$993K 0.15%
8,183
+280
74
$975K 0.15%
13,061
+2,780
75
$968K 0.15%
4,439
-502
1 2
3
4 5