BWS
Buck Wealth Strategies Portfolio holdings
AUM
$656M
This Quarter Return
+2.33%
1 Year Return
+9.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$205M
AUM Growth
–
Cap. Flow
+$205M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.25%
Holding
200
New
200
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$48.3M |
| 2 |
Apple
AAPL
|
$8.08M |
| 3 |
Amazon
AMZN
|
$6.27M |
| 4 |
Microsoft
MSFT
|
$5.81M |
| 5 |
Waste Management
WM
|
$5.56M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 14.63% |
| 2 | Technology | 12.03% |
| 3 | Consumer Staples | 7.88% |
| 4 | Financials | 7.57% |
| 5 | Communication Services | 7.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Blackstone
BX
$131B
| $5.89K | ﹤0.01% |
+67
| New | +$5.89K |
|
127
Archer Aviation
ACHR
$5.63B
| $5.72K | ﹤0.01% |
+2,000
| New | +$5.72K |
|
128
Emerson Electric
EMR
$73.6B
| $5.46K | ﹤0.01% |
+63
| New | +$5.46K |
|
129
Pacer Trendpilot US Large Cap ETF
PTLC
$3.32B
| $5.25K | ﹤0.01% |
+138
| New | +$5.25K |
|
130
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.43B
| $5.21K | ﹤0.01% |
+57
| New | +$5.21K |
|
131
AST SpaceMobile
ASTS
$13.5B
| $5.08K | ﹤0.01% |
+1,000
| New | +$5.08K |
|
132
American Express
AXP
$226B
| $4.95K | ﹤0.01% |
+30
| New | +$4.95K |
|
133
Genuine Parts
GPC
$19.2B
| $4.87K | ﹤0.01% |
+29
| New | +$4.87K |
|
134
Plug Power
PLUG
$1.76B
| $4.69K | ﹤0.01% |
+400
| New | +$4.69K |
|
135
ConocoPhillips
COP
$123B
| $4.62K | ﹤0.01% |
+47
| New | +$4.62K |
|
136
Chubb
CB
$109B
| $4.5K | ﹤0.01% |
+23
| New | +$4.5K |
|
137
Morgan Stanley
MS
$235B
| $4.45K | ﹤0.01% |
+51
| New | +$4.45K |
|
138
Paychex
PAYX
$49.8B
| $4.24K | ﹤0.01% |
+37
| New | +$4.24K |
|
139
Valley National Bancorp
VLY
$5.76B
| $3.99K | ﹤0.01% |
+432
| New | +$3.99K |
|
140
McDonald's
MCD
$224B
| $3.92K | ﹤0.01% |
+14
| New | +$3.92K |
|
141
Johnson Controls International
JCI
$68.7B
| $3.9K | ﹤0.01% |
+65
| New | +$3.9K |
|
142
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.26B
| $3.79K | ﹤0.01% |
+123
| New | +$3.79K |
|
143
Intuit
INTU
$184B
| $3.63K | ﹤0.01% |
+8
| New | +$3.63K |
|
144
Philip Morris
PM
$257B
| $3.62K | ﹤0.01% |
+37
| New | +$3.62K |
|
145
Eli Lilly
LLY
$654B
| $3.58K | ﹤0.01% |
+10
| New | +$3.58K |
|
146
Alibaba
BABA
$324B
| $3.58K | ﹤0.01% |
+35
| New | +$3.58K |
|
147
Goldman Sachs Access Ultra Short Bond ETF
GSST
$999M
| $3.5K | ﹤0.01% |
+70
| New | +$3.5K |
|
148
TJX Companies
TJX
$153B
| $3.41K | ﹤0.01% |
+44
| New | +$3.41K |
|
149
Zoetis
ZTS
$67.7B
| $3.39K | ﹤0.01% |
+20
| New | +$3.39K |
|
150
Air Products & Chemicals
APD
$65.1B
| $3.35K | ﹤0.01% |
+12
| New | +$3.35K |
|