BWS

Buck Wealth Strategies Portfolio holdings

AUM $810M
1-Year Est. Return 10.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$730M
AUM Growth
+$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8M
3
+$6.69M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.98M
5
BND icon
Vanguard Total Bond Market
BND
+$4.53M

Top Sells

1
+$8.83M
2
+$7.33M
3
+$6.47M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.9M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.85M

Sector Composition

1 Technology 9.63%
2 Consumer Staples 6.87%
3 Industrials 5.86%
4 Healthcare 5.13%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$939K 0.13%
+8,205
77
$933K 0.13%
4,641
-1,277
78
$923K 0.13%
22,353
+10,389
79
$911K 0.12%
18,853
-4,708
80
$907K 0.12%
4,163
-1,150
81
$898K 0.12%
9,429
-2,541
82
$897K 0.12%
6,475
-1,708
83
$867K 0.12%
8,847
+4,986
84
$848K 0.12%
+9,980
85
$838K 0.11%
6,743
-1,506
86
$834K 0.11%
6,960
+400
87
$833K 0.11%
30,601
-7,734
88
$824K 0.11%
6,659
-1,426
89
$821K 0.11%
16,592
+98
90
$814K 0.11%
17,495
-1
91
$804K 0.11%
25,716
-6,506
92
$787K 0.11%
1,942
-37
93
$770K 0.11%
9,761
-31
94
$742K 0.1%
13,694
-171,468
95
$741K 0.1%
16,437
-4,070
96
$726K 0.1%
5,123
+3,181
97
$719K 0.1%
15,461
-63
98
$713K 0.1%
3,692
-931
99
$691K 0.09%
868
+520
100
$678K 0.09%
+5,144
2 3
4
5 6