BWS

Buck Wealth Strategies Portfolio holdings

AUM $788M
1-Year Est. Return 12.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$5.47M
3
+$3.17M
4
JPM icon
JPMorgan Chase
JPM
+$2.98M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.98M

Top Sells

1
+$1.17M
2
+$1.16M
3
+$1.11M
4
UPS icon
United Parcel Service
UPS
+$1.1M
5
TGT icon
Target
TGT
+$1.06M

Sector Composition

1 Technology 9.59%
2 Consumer Staples 7.76%
3 Industrials 6.37%
4 Healthcare 5.1%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$314K 0.05%
647
+212
127
$300K 0.05%
+1,089
128
$295K 0.05%
+1,891
129
$295K 0.05%
+9,981
130
$289K 0.04%
+1,899
131
$288K 0.04%
9,794
+2,460
132
$287K 0.04%
+9,790
133
$275K 0.04%
1,512
+133
134
$273K 0.04%
+6,337
135
$273K 0.04%
+5,092
136
$270K 0.04%
+8,400
137
$261K 0.04%
+5,821
138
$258K 0.04%
261
+6
139
$247K 0.04%
4,970
+28
140
$246K 0.04%
+348
141
$245K 0.04%
+5,786
142
$245K 0.04%
+5,250
143
$238K 0.04%
+1,942
144
$234K 0.04%
1,163
+35
145
$227K 0.03%
+4,578
146
$227K 0.03%
+777
147
$223K 0.03%
+4,445
148
$215K 0.03%
+1,656
149
$210K 0.03%
+6,400
150
$207K 0.03%
+649
3 4 5
6
7