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
$339M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.6M
3
+$9.86M
4
AMZN icon
Amazon
AMZN
+$9.86M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.56M

Top Sells

1
+$18M
2
+$17.1M
3
+$14.2M
4
CAT icon
Caterpillar
CAT
+$9.03M
5
PFE icon
Pfizer
PFE
+$8.2M

Sector Composition

1 Technology 13.03%
2 Consumer Staples 9.83%
3 Industrials 8.49%
4 Healthcare 6.6%
5 Financials 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,386
77
– –
-13,406
78
– –
-1,241
79
– –
-4,416
80
– –
-898
81
– –
-9,090
82
– –
-16,375
83
– –
-81,936
84
– –
-48,484
85
– –
-3,076
86
– –
-5,398
87
– –
-14,616
88
– –
-42,933
89
– –
-5,413
90
– –
-4,833
91
– –
-5,916
92
– –
-3,308
93
– –
-7,765
94
– –
-3,821
95
– –
-3,166
96
– –
-5,890
97
– –
-8,851
98
– –
-25,636
99
– –
-50,247
100
– –
-5,184
1 2 3
4
5