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
$231M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.96M
3
+$5.78M
4
V icon
Visa
V
+$5.45M
5
T icon
AT&T
T
+$1.28M

Top Sells

1
+$4.88M
2
+$4.81M
3
+$4.25M
4
MSFT icon
Microsoft
MSFT
+$742K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$515K

Sector Composition

1 Technology 14.66%
2 Healthcare 13.85%
3 Industrials 8.02%
4 Consumer Staples 7.67%
5 Communication Services 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60.7K 0.03%
+672
77
$59.7K 0.03%
1,248
78
$53.8K 0.02%
951
+8
79
$52.2K 0.02%
2,760
+34
80
$50.4K 0.02%
3,171
81
$49.7K 0.02%
+1,504
82
$49.4K 0.02%
2,135
83
$48.3K 0.02%
+1,073
84
$48.2K 0.02%
2,514
-231
85
$45.7K 0.02%
691
86
$45.6K 0.02%
+391
87
$43.3K 0.02%
83
88
$42.8K 0.02%
356
+136
89
$41.7K 0.02%
1,225
90
$40.2K 0.02%
196
+81
91
$39.6K 0.02%
543
+1
92
$38.1K 0.02%
123
93
$37.8K 0.02%
1,192
94
$35.7K 0.02%
1,723
-33
95
$33.6K 0.01%
91
-54
96
$32.4K 0.01%
571
+3
97
$32.2K 0.01%
1,590
98
$30.2K 0.01%
452
+240
99
$29.3K 0.01%
102
100
$28.9K 0.01%
128
2 3
4
5 6