BWS
Buck Wealth Strategies Portfolio holdings
AUM
$656M
This Quarter Return
+1.78%
1 Year Return
+9.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$339M
AUM Growth
+$339M
(+16%)
Cap. Flow
+$50.8M
Cap. Flow
% of AUM
14.98%
Top 10 Holdings %
Top 10 Hldgs %
32.18%
Holding
113
New
35
Increased
13
Reduced
20
Closed
45
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$14.5M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.6M |
| 3 |
Apple
AAPL
|
$9.86M |
| 4 |
Amazon
AMZN
|
$9.86M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$9.56M |
Top Sells
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
$18M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$17.1M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
$14.2M |
| 4 |
Caterpillar
CAT
|
$9.03M |
| 5 |
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% |
