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
$231M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.96M
3
+$5.78M
4
V icon
Visa
V
+$5.45M
5
T icon
AT&T
T
+$1.28M

Top Sells

1
+$4.88M
2
+$4.81M
3
+$4.25M
4
MSFT icon
Microsoft
MSFT
+$742K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$515K

Sector Composition

1 Technology 14.66%
2 Healthcare 13.85%
3 Industrials 8.02%
4 Consumer Staples 7.67%
5 Communication Services 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.2K 0.01%
+214
127
$16.1K 0.01%
+515
128
$16.1K 0.01%
+298
129
$16.1K 0.01%
182
130
$16.1K 0.01%
+400
131
$16K 0.01%
+300
132
$15.9K 0.01%
+357
133
$15.8K 0.01%
225
134
$15.6K 0.01%
73
-40
135
$15.3K 0.01%
+61
136
$15.3K 0.01%
369
+231
137
$15.2K 0.01%
+34
138
$14.8K 0.01%
+37
139
$14.6K 0.01%
+150
140
$14.2K 0.01%
+128
141
$13.3K 0.01%
59
+1
142
$13.3K 0.01%
+800
143
$13.2K 0.01%
+105
144
$12.7K 0.01%
+339
145
$12.7K 0.01%
151
146
$12.2K 0.01%
139
+11
147
$12K 0.01%
91
+1
148
$11.9K 0.01%
261
149
$11K ﹤0.01%
335
150
$10K ﹤0.01%
52
4 5
6
7 8