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
$550M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$23.1M
3
+$21.1M
4
XONE icon
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
+$11.6M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$8.98M

Top Sells

1
+$19.6M
2
+$11.5M
3
+$11.2M
4
GLD icon
SPDR Gold Trust
GLD
+$11.2M
5
PULS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$778K 0.14%
+4,505
77
$701K 0.13%
+6,908
78
$690K 0.13%
7,583
-214,957
79
$676K 0.12%
+16,127
80
$637K 0.12%
+23,259
81
$636K 0.12%
+5,640
82
$632K 0.11%
+4,498
83
$625K 0.11%
1,706
+416
84
$587K 0.11%
+6,646
85
$583K 0.11%
625
+124
86
$523K 0.1%
+12,401
87
$516K 0.09%
2,328
-36,299
88
$509K 0.09%
883
+519
89
$494K 0.09%
1,906
-141
90
$485K 0.09%
+9,932
91
$458K 0.08%
+5,857
92
$430K 0.08%
1,728
+26
93
$420K 0.08%
3,531
+813
94
$384K 0.07%
+12,640
95
$382K 0.07%
3,522
+248
96
$368K 0.07%
+8,754
97
$349K 0.06%
+8,915
98
$347K 0.06%
+2,095
99
$329K 0.06%
+3,522
100
$327K 0.06%
+8,666
2 3
4
5 6