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
$205M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$8.08M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.81M
5
WM icon
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 Change
in Stake 		Capital Flow
126
$5.88K ﹤0.01%
+67
127
$5.72K ﹤0.01%
+2,000
128
$5.46K ﹤0.01%
+63
129
$5.25K ﹤0.01%
+138
130
$5.21K ﹤0.01%
+57
131
$5.08K ﹤0.01%
+1,000
132
$4.95K ﹤0.01%
+30
133
$4.87K ﹤0.01%
+29
134
$4.69K ﹤0.01%
+400
135
$4.62K ﹤0.01%
+47
136
$4.5K ﹤0.01%
+23
137
$4.45K ﹤0.01%
+51
138
$4.24K ﹤0.01%
+37
139
$3.99K ﹤0.01%
+432
140
$3.92K ﹤0.01%
+14
141
$3.9K ﹤0.01%
+65
142
$3.79K ﹤0.01%
+123
143
$3.63K ﹤0.01%
+8
144
$3.62K ﹤0.01%
+37
145
$3.58K ﹤0.01%
+10
146
$3.58K ﹤0.01%
+35
147
$3.5K ﹤0.01%
+70
148
$3.41K ﹤0.01%
+44
149
$3.39K ﹤0.01%
+20
150
$3.35K ﹤0.01%
+12
4 5
6
7 8