BWS

Buck Wealth Strategies Portfolio holdings

AUM $810M
1-Year Est. Return 10.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$730M
AUM Growth
+$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8M
3
+$6.69M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.98M
5
BND icon
Vanguard Total Bond Market
BND
+$4.53M

Top Sells

1
+$8.83M
2
+$7.33M
3
+$6.47M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.9M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.85M

Sector Composition

1 Technology 9.63%
2 Consumer Staples 6.87%
3 Industrials 5.86%
4 Healthcare 5.13%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.29%
+14,904
52
$2.06M 0.28%
17,049
-63,745
53
$1.95M 0.27%
38,144
+10
54
$1.94M 0.27%
+84,441
55
$1.8M 0.25%
22,464
-246
56
$1.75M 0.24%
9,381
+3,272
57
$1.74M 0.24%
+18,589
58
$1.73M 0.24%
+32,381
59
$1.55M 0.21%
2,106
+720
60
$1.54M 0.21%
+18,601
61
$1.45M 0.2%
7,805
-1,251
62
$1.36M 0.19%
3,825
-331
63
$1.32M 0.18%
8,514
-1,519
64
$1.29M 0.18%
6,898
-15
65
$1.27M 0.17%
6,460
-553
66
$1.19M 0.16%
42,017
-9,835
67
$1.16M 0.16%
10,319
-2,303
68
$1.14M 0.16%
35,235
-999
69
$1.12M 0.15%
2,354
+990
70
$1.11M 0.15%
4,562
+2,457
71
$1.06M 0.15%
8,400
-220
72
$1.04M 0.14%
9,910
-253
73
$980K 0.13%
20,926
-121
74
$970K 0.13%
3,939
+2,048
75
$955K 0.13%
2,148
+121
1 2
3
4 5