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
$291M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.9M
3
+$15.9M
4
CAT icon
Caterpillar
CAT
+$9.9M
5
PFE icon
Pfizer
PFE
+$7.63M

Top Sells

1
+$13M
2
+$8.79M
3
+$8.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.93M
5
XOM icon
Exxon Mobil
XOM
+$7.7M

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
– –
-10,000
102
– –
-97,604
103
– –
-532
104
– –
-4,356
105
– –
-53,118
106
– –
-25,899
1 2 3 4
5