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
$249M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.88M
3
+$6.65M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.21M

Top Sells

1
+$52.7M
2
+$4.87M
3
+$798K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$483K
5
AAPL icon
Apple
AAPL
+$199K

Sector Composition

1 Technology 14.75%
2 Healthcare 14.07%
3 Industrials 8.1%
4 Consumer Staples 7.29%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$94.7K 0.04%
513
+2
77
$91.8K 0.04%
2,182
-473
78
$90K 0.04%
2,070
79
$89.1K 0.04%
+1,294
80
$88.1K 0.04%
+324
81
$87.8K 0.04%
+1,717
82
$87.2K 0.04%
+1,094
83
$86.1K 0.03%
177
+143
84
$85.8K 0.03%
+1,167
85
$85.8K 0.03%
+357
86
$83.9K 0.03%
1,243
+984
87
$83.3K 0.03%
+2,387
88
$83.1K 0.03%
489
+462
89
$82.2K 0.03%
+514
90
$81.6K 0.03%
+690
91
$81.2K 0.03%
1,076
+862
92
$81.1K 0.03%
2,917
+2,402
93
$81K 0.03%
1,899
+1,542
94
$80.3K 0.03%
721
-171
95
$76.9K 0.03%
180
96
$76.8K 0.03%
1,340
-280
97
$66.1K 0.03%
1,825
+1,486
98
$63.5K 0.03%
+25
99
$63K 0.03%
558
+453
100
$60.3K 0.02%
+368
2 3
4
5 6