BWS

Buck Wealth Strategies Portfolio holdings

AUM $788M
1-Year Est. Return 12.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$19.8M
3
+$15.9M
4
CAT icon
Caterpillar
CAT
+$8.64M
5
PFE icon
Pfizer
PFE
+$7.63M

Top Sells

1
+$12.3M
2
+$8.07M
3
+$7.92M
4
JPM icon
JPMorgan Chase
JPM
+$7.92M
5
AAPL icon
Apple
AAPL
+$7.64M

Sector Composition

1 Industrials 15.18%
2 Healthcare 9.89%
3 Technology 9.79%
4 Financials 8.38%
5 Utilities 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-27,755
102
– –
-49,286
103
– –
-26,952
104
– –
-53,310
105
– –
-108,348
106
– –
-16,454
1 2 3 4
5