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
176
$6.06K ﹤0.01%
+200
177
$6K ﹤0.01%
+300
178
$5.89K ﹤0.01%
+44
179
$5.82K ﹤0.01%
80
180
$5.7K ﹤0.01%
63
181
$5.68K ﹤0.01%
+219
182
$5.61K ﹤0.01%
+41
183
$5.58K ﹤0.01%
27
184
$5.23K ﹤0.01%
30
185
$5.2K ﹤0.01%
57
186
$5.11K ﹤0.01%
100
-200
187
$4.96K ﹤0.01%
29
188
$4.9K ﹤0.01%
10
189
$4.88K ﹤0.01%
47
190
$4.7K ﹤0.01%
1,000
191
$4.63K ﹤0.01%
36
-64
192
$4.51K ﹤0.01%
260
193
$4.48K ﹤0.01%
23
194
$4.44K ﹤0.01%
65
195
$4.42K ﹤0.01%
425
+25
196
$4.1K ﹤0.01%
+150
197
$3.92K ﹤0.01%
+208
198
$3.76K ﹤0.01%
123
199
$3.71K ﹤0.01%
44
200
$3.69K ﹤0.01%
39
6 7
8
9 10