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
176
$2.47K ﹤0.01%
+7
177
$2.35K ﹤0.01%
+12
178
$2.31K ﹤0.01%
+15
179
$2.28K ﹤0.01%
+12
180
$2.12K ﹤0.01%
+10
181
$2.06K ﹤0.01%
+40
182
$2.01K ﹤0.01%
+57
183
$1.97K ﹤0.01%
+63
184
$1.89K ﹤0.01%
+100
185
$1.81K ﹤0.01%
+53
186
$1.75K ﹤0.01%
+175
187
$1.54K ﹤0.01%
+10
188
$1.39K ﹤0.01%
+16
189
$1.31K ﹤0.01%
+57
190
$1.13K ﹤0.01%
+131
191
$1.08K ﹤0.01%
+10
192
$1.03K ﹤0.01%
+59
193
$883 ﹤0.01%
+7
194
$837 ﹤0.01%
+70
195
$808 ﹤0.01%
+84
196
$575 ﹤0.01%
+13
197
$327 ﹤0.01%
+23
198
$293 ﹤0.01%
+2
199
$162 ﹤0.01%
+5
200
$152 ﹤0.01%
+100
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