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
$339M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.6M
3
+$9.86M
4
AMZN icon
Amazon
AMZN
+$9.86M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.56M

Top Sells

1
+$18M
2
+$17.1M
3
+$14.2M
4
CAT icon
Caterpillar
CAT
+$9.03M
5
PFE icon
Pfizer
PFE
+$8.2M

Sector Composition

1 Technology 13.03%
2 Consumer Staples 9.83%
3 Industrials 8.49%
4 Healthcare 6.6%
5 Financials 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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104
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105
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-8,369
106
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-2,970
107
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-20,604
108
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-24,525
109
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-12,703
110
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-22,916
111
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-2,004
112
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-16,182
113
– –
-8,734
1 2 3 4
5