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
$205M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$8.08M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.81M
5
WM icon
Waste Management
WM
+$5.56M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.63%
2 Technology 12.03%
3 Consumer Staples 7.88%
4 Financials 7.57%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25.1K 0.01%
+162
77
$24.4K 0.01%
+390
78
$23.2K 0.01%
+115
79
$22.2K 0.01%
+476
80
$21.6K 0.01%
+102
81
$21K 0.01%
+1,665
82
$20.2K 0.01%
+1,590
83
$19.9K 0.01%
+240
84
$19.1K 0.01%
+46
85
$18.9K 0.01%
+179
86
$18.6K 0.01%
+500
87
$18.3K 0.01%
+332
88
$17.7K 0.01%
+87
89
$17.5K 0.01%
+300
90
$17K 0.01%
+70
91
$16.5K 0.01%
+102
92
$16.2K 0.01%
+495
93
$16.1K 0.01%
+212
94
$15.9K 0.01%
+225
95
$15.4K 0.01%
+182
96
$15K 0.01%
+90
97
$14.4K 0.01%
+87
98
$14K 0.01%
+120
99
$12.9K 0.01%
+151
100
$12.6K 0.01%
+96
2 3
4
5 6