BWS
Buck Wealth Strategies Portfolio holdings
AUM
$656M
This Quarter Return
+0.33%
1 Year Return
+9.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$550M
AUM Growth
+$550M
(+14%)
Cap. Flow
+$70.7M
Cap. Flow
% of AUM
12.85%
Top 10 Holdings %
Top 10 Hldgs %
37.98%
Holding
138
New
59
Increased
42
Reduced
23
Closed
14
Top Buys
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$19.6M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$11.5M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$11.2M |
| 4 |
SPDR Gold Trust
GLD
|
$11.2M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
$11M |
Sector Composition
| 1 | Technology | 8.82% |
| 2 | Consumer Staples | 8.72% |
| 3 | Industrials | 7.19% |
| 4 | Healthcare | 5.6% |
| 5 | Consumer Discretionary | 4.43% |
