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
$249M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.88M
3
+$6.65M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.21M

Top Sells

1
+$52.7M
2
+$4.87M
3
+$798K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$483K
5
AAPL icon
Apple
AAPL
+$199K

Sector Composition

1 Technology 14.75%
2 Healthcare 14.07%
3 Industrials 8.1%
4 Consumer Staples 7.29%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$40K 0.02%
+360
127
$39.9K 0.02%
+801
128
$39.8K 0.02%
+96
129
$38.6K 0.02%
+778
130
$37.7K 0.02%
544
+1
131
$37.2K 0.02%
1,754
-4,706
132
$37.1K 0.01%
+359
133
$37.1K 0.01%
123
134
$36.4K 0.01%
+1,761
135
$36.3K 0.01%
+618
136
$35.4K 0.01%
+720
137
$34.6K 0.01%
+346
138
$34.3K 0.01%
1,723
139
$34.3K 0.01%
+215
140
$34.1K 0.01%
+1,516
141
$33.6K 0.01%
+1,429
142
$31.6K 0.01%
+240
143
$31.5K 0.01%
573
+2
144
$30.6K 0.01%
102
145
$29.4K 0.01%
+316
146
$27.2K 0.01%
+360
147
$26.1K 0.01%
+538
148
$25.8K 0.01%
1,590
149
$25.7K 0.01%
+200
150
$25.4K 0.01%
163
4 5
6
7 8