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
$481M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.4M
3
+$6.5M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.2M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$6.14M

Top Sells

1
+$5.74M
2
+$5.57M
3
+$412K
4
COST icon
Costco
COST
+$77.9K

Sector Composition

1 Technology 11.13%
2 Consumer Staples 8.97%
3 Industrials 7.26%
4 Healthcare 5.16%
5 Financials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$283K 0.06%
8,500
77
$283K 0.06%
+1,468
78
$246K 0.05%
268
-85
79
$213K 0.04%
+364
80
– –
-8,167
81
– –
-43,685
1 2 3
4