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
$205M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$8.08M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.81M
5
WM icon
Waste Management
WM
+$5.56M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.63%
2 Technology 12.03%
3 Consumer Staples 7.88%
4 Financials 7.57%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.4K 0.01%
+800
102
$12.1K 0.01%
+58
103
$11.8K 0.01%
+59
104
$11.7K 0.01%
+100
105
$10.9K 0.01%
+20
106
$10.6K 0.01%
+261
107
$10.5K 0.01%
+221
108
$10.2K 0.01%
+335
109
$9.75K ﹤0.01%
+128
110
$9.71K ﹤0.01%
+1,000
111
$9K ﹤0.01%
+200
112
$8.84K ﹤0.01%
+339
113
$8.79K ﹤0.01%
+6
114
$8.68K ﹤0.01%
+39
115
$8.54K ﹤0.01%
+299
116
$8.33K ﹤0.01%
+52
117
$8.02K ﹤0.01%
+44
118
$7.86K ﹤0.01%
+181
119
$7.02K ﹤0.01%
+400
120
$6.79K ﹤0.01%
+70
121
$6.55K ﹤0.01%
+470
122
$6.18K ﹤0.01%
+27
123
$6.17K ﹤0.01%
+260
124
$6.04K ﹤0.01%
+140
125
$5.91K ﹤0.01%
+80
3 4
5
6 7