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
$249M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.88M
3
+$6.65M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.21M

Top Sells

1
+$52.7M
2
+$4.87M
3
+$798K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$483K
5
AAPL icon
Apple
AAPL
+$199K

Sector Composition

1 Technology 14.75%
2 Healthcare 14.07%
3 Industrials 8.1%
4 Consumer Staples 7.29%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$60.2K 0.02%
957
+6
102
$59.2K 0.02%
391
103
$58.3K 0.02%
+257
104
$58K 0.02%
+1,192
105
$55.9K 0.02%
156
+65
106
$55.3K 0.02%
225
107
$54.8K 0.02%
592
+354
108
$53.3K 0.02%
+471
109
$51K 0.02%
2,792
+32
110
$50.8K 0.02%
2,135
111
$50.7K 0.02%
2,575
+61
112
$49.5K 0.02%
4,021
+541
113
$48K 0.02%
+301
114
$48K 0.02%
473
-257
115
$47.3K 0.02%
272
+260
116
$46.9K 0.02%
3,171
117
$45.9K 0.02%
+291
118
$44.9K 0.02%
559
-156
119
$43.4K 0.02%
2,891
-324,066
120
$42K 0.02%
83
121
$41.6K 0.02%
+748
122
$41.4K 0.02%
+194
123
$41.1K 0.02%
1,225
124
$40.6K 0.02%
+853
125
$40.3K 0.02%
+741
3 4
5
6 7