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
$656M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$5.47M
3
+$3.17M
4
JPM icon
JPMorgan Chase
JPM
+$2.98M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.98M

Top Sells

1
+$1.17M
2
+$1.16M
3
+$1.11M
4
UPS icon
United Parcel Service
UPS
+$1.1M
5
TGT icon
Target
TGT
+$1.06M

Sector Composition

1 Technology 9.59%
2 Consumer Staples 7.76%
3 Industrials 6.37%
4 Healthcare 5.1%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$462K 0.07%
11,444
+4,635
102
$429K 0.07%
+5,902
103
$415K 0.06%
5,130
+1,509
104
$410K 0.06%
9,676
+2,632
105
$410K 0.06%
2,209
+728
106
$406K 0.06%
+1,336
107
$404K 0.06%
1,705
-623
108
$398K 0.06%
9,546
+4,111
109
$396K 0.06%
8,546
+3,468
110
$393K 0.06%
6,696
+1,378
111
$388K 0.06%
+9,060
112
$385K 0.06%
3,573
+42
113
$381K 0.06%
5,477
+2,179
114
$380K 0.06%
4,914
+1,943
115
$375K 0.06%
11,900
+1,645
116
$373K 0.06%
+2,105
117
$373K 0.06%
3,146
+419
118
$360K 0.05%
+3,861
119
$360K 0.05%
+8,526
120
$348K 0.05%
+6,731
121
$344K 0.05%
12,970
+3,565
122
$337K 0.05%
+13,166
123
$323K 0.05%
+7,971
124
$318K 0.05%
3,970
+701
125
$316K 0.05%
+5,437
3 4
5
6 7