BWS
Buck Wealth Strategies Portfolio holdings
AUM
$656M
This Quarter Return
+4.52%
1 Year Return
+9.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$656M
AUM Growth
+$656M
(+19%)
Cap. Flow
+$87.8M
Cap. Flow
% of AUM
13.37%
Top 10 Holdings %
Top 10 Hldgs %
38.51%
Holding
160
New
36
Increased
104
Reduced
14
Closed
6
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$7.5M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$5.54M |
| 3 |
JPMorgan Chase
JPM
|
$3.38M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$3.17M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.72M |
Top Sells
| 1 |
Dow Inc
DOW
|
$1.17M |
| 2 |
LyondellBasell Industries
LYB
|
$1.16M |
| 3 |
T Rowe Price
TROW
|
$1.11M |
| 4 |
United Parcel Service
UPS
|
$1.1M |
| 5 |
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% |
