BWS
Buck Wealth Strategies Portfolio holdings
AUM
$730M
1-Year Est. Return
9.44%
1 Year Est. Return
+9.44%
AUM
$656M
AUM Growth
+$106M
(+19%)
Holding
160
Top Buys
| 1 | +$7.5M | |
| 2 | +$5.54M | |
| 3 | +$3.38M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$3.17M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.72M |
Top Sells
| 1 | +$1.17M | |
| 2 | +$1.16M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Northrop Grumman
NOC
$93.4B
| $202K | 0.03% |
+404
|
|
||
152
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.7B
| $201K | 0.03% |
+2,187
|
|
||
153
CSG Systems International
CSGS
$2.27B
| $200K | 0.03% |
+3,066
|
|
||
154
Ford
F
$55B
| $199K | 0.03% |
+18,359
|
|
||
155
Dow Inc
DOW
$19.9B
| – | – |
-33,400
|
|
||
156
LyondellBasell Industries
LYB
$16.4B
| – | – |
-16,446
|
|
||
157
McKesson
MCK
$104B
| – | – |
-327
|
|
||
|
158
Target
TGT
$50.3B
| – | – |
-10,178
|
|
||
159
T. Rowe Price
TROW
$23.4B
| – | – |
-12,099
|
|
||
|
160
United Parcel Service
UPS
$92.2B
| – | – |
-10,034
|
|