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
$550M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$23.1M
3
+$21.1M
4
XONE icon
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
+$11.6M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$8.98M

Top Sells

1
+$19.6M
2
+$11.5M
3
+$11.2M
4
GLD icon
SPDR Gold Trust
GLD
+$11.2M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$11M

Sector Composition

1 Technology 8.82%
2 Consumer Staples 8.72%
3 Industrials 7.19%
4 Healthcare 5.6%
5 Consumer Discretionary 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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129
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130
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131
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132
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133
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-21,920
134
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135
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136
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-8,367
137
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-79,157
138
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-68,908
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