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
$231M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.96M
3
+$5.78M
4
V icon
Visa
V
+$5.45M
5
T icon
AT&T
T
+$1.28M

Top Sells

1
+$4.88M
2
+$4.81M
3
+$4.25M
4
MSFT icon
Microsoft
MSFT
+$742K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$515K

Sector Composition

1 Technology 14.66%
2 Healthcare 13.85%
3 Industrials 8.02%
4 Consumer Staples 7.67%
5 Communication Services 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27.2K 0.01%
+450
102
$27K 0.01%
163
+1
103
$25.8K 0.01%
+221
104
$24.8K 0.01%
476
105
$24.4K 0.01%
390
106
$23.7K 0.01%
69
-13
107
$23.2K 0.01%
238
+201
108
$22.6K 0.01%
240
109
$22.2K 0.01%
146
+50
110
$22.1K 0.01%
661
+166
111
$20.8K 0.01%
113
+26
112
$19.3K 0.01%
95
+82
113
$19.3K 0.01%
332
114
$19K 0.01%
179
115
$18.8K 0.01%
46
116
$18.4K 0.01%
40
+32
117
$18.1K 0.01%
500
118
$17.6K 0.01%
70
119
$17.6K 0.01%
120
120
$17.1K 0.01%
102
121
$16.9K 0.01%
87
122
$16.9K 0.01%
+162
123
$16.5K 0.01%
+107
124
$16.3K 0.01%
+168
125
$16.3K 0.01%
+259
3 4
5
6 7