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
$205M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$8.08M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.81M
5
WM icon
Waste Management
WM
+$5.56M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.63%
2 Technology 12.03%
3 Consumer Staples 7.88%
4 Financials 7.57%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.33K ﹤0.01%
+10
152
$3.26K ﹤0.01%
+11
153
$3.25K ﹤0.01%
+83
154
$3.24K ﹤0.01%
+11
155
$3.17K ﹤0.01%
+71
156
$3.14K ﹤0.01%
+32
157
$3.01K ﹤0.01%
+14
158
$3K ﹤0.01%
+6
159
$2.99K ﹤0.01%
+127
160
$2.98K ﹤0.01%
+10
161
$2.96K ﹤0.01%
+29
162
$2.94K ﹤0.01%
+39
163
$2.84K ﹤0.01%
+24
164
$2.78K ﹤0.01%
+30
165
$2.72K ﹤0.01%
+180
166
$2.71K ﹤0.01%
+33
167
$2.7K ﹤0.01%
+7
168
$2.68K ﹤0.01%
+6
169
$2.55K ﹤0.01%
+19
170
$2.53K ﹤0.01%
+17
171
$2.52K ﹤0.01%
+19
172
$2.51K ﹤0.01%
+35
173
$2.51K ﹤0.01%
+13
174
$2.49K ﹤0.01%
+14
175
$2.49K ﹤0.01%
+55
4 5 6
7
8