BWS
Buck Wealth Strategies Portfolio holdings
AUM
$656M
This Quarter Return
+8.34%
1 Year Return
+9.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$270M
AUM Growth
+$270M
(+8.5%)
Cap. Flow
+$4.54M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
32.62%
Holding
369
New
–
Increased
39
Reduced
21
Closed
306
Top Buys
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
$4.66M |
| 2 |
Invesco QQQ Trust
QQQ
|
$4.63M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
$3.34M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$3.33M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.95M |
Top Sells
| 1 |
AbbVie
ABBV
|
$5.65M |
| 2 |
CVS Health
CVS
|
$5.43M |
| 3 |
Amdocs
DOX
|
$5.03M |
| 4 |
First Trust NASDAQ Technology Dividend Index Fund
TDIV
|
$4.55M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$4.49M |
Sector Composition
| 1 | Technology | 14.65% |
| 2 | Healthcare | 8.63% |
| 3 | Industrials | 8.43% |
| 4 | Consumer Staples | 7.79% |
| 5 | Financials | 6.19% |
