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
$231M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.96M
3
+$5.78M
4
V icon
Visa
V
+$5.45M
5
T icon
AT&T
T
+$1.28M

Top Sells

1
+$4.88M
2
+$4.81M
3
+$4.25M
4
MSFT icon
Microsoft
MSFT
+$742K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$515K

Sector Composition

1 Technology 14.66%
2 Healthcare 13.85%
3 Industrials 8.02%
4 Consumer Staples 7.67%
5 Communication Services 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.66K ﹤0.01%
206
-15
152
$9.15K ﹤0.01%
+534
153
$8.82K ﹤0.01%
+250
154
$8.71K ﹤0.01%
+200
155
$8.64K ﹤0.01%
183
+2
156
$8.58K ﹤0.01%
299
157
$8.46K ﹤0.01%
+69
158
$8.38K ﹤0.01%
+146
159
$8.27K ﹤0.01%
312
-27
160
$8.24K ﹤0.01%
2,000
161
$8.15K ﹤0.01%
44
162
$8.08K ﹤0.01%
+238
163
$8.06K ﹤0.01%
200
164
$7.45K ﹤0.01%
+260
165
$7.38K ﹤0.01%
+575
166
$7.3K ﹤0.01%
+750
167
$6.94K ﹤0.01%
+158
168
$6.9K ﹤0.01%
+500
169
$6.63K ﹤0.01%
400
170
$6.51K ﹤0.01%
481
+11
171
$6.39K ﹤0.01%
71
+1
172
$6.34K ﹤0.01%
140
173
$6.29K ﹤0.01%
+500
174
$6.23K ﹤0.01%
67
175
$6.13K ﹤0.01%
29
-30
5 6
7
8 9