BWS

Buck Wealth Strategies Portfolio holdings

AUM $810M
1-Year Est. Return 10.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$730M
AUM Growth
+$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8M
3
+$6.69M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.98M
5
BND icon
Vanguard Total Bond Market
BND
+$4.53M

Top Sells

1
+$8.83M
2
+$7.33M
3
+$6.47M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.9M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.85M

Sector Composition

1 Technology 9.63%
2 Consumer Staples 6.87%
3 Industrials 5.86%
4 Healthcare 5.13%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$433K 0.06%
9,700
+24
127
$416K 0.06%
9,535
-11
128
$402K 0.06%
8,560
+14
129
$402K 0.06%
9,060
130
$395K 0.05%
+169
131
$395K 0.05%
785
+138
132
$393K 0.05%
5,009
-121
133
$389K 0.05%
5,495
+18
134
$385K 0.05%
4,925
+11
135
$384K 0.05%
11,900
136
$375K 0.05%
3,330
-243
137
$368K 0.05%
6,731
138
$348K 0.05%
8,124
+153
139
$347K 0.05%
12,716
-254
140
$343K 0.05%
5,446
+9
141
$340K 0.05%
7,826
-700
142
$339K 0.05%
13,108
-58
143
$322K 0.04%
+13,922
144
$314K 0.04%
4,754
-1,942
145
$293K 0.04%
9,790
146
$277K 0.04%
8,915
-1,066
147
$274K 0.04%
8,400
148
$270K 0.04%
5,821
149
$261K 0.04%
6,022
-315
150
$261K 0.04%
1,679
-220
4 5
6
7 8