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
$249M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.88M
3
+$6.65M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.21M

Top Sells

1
+$52.7M
2
+$4.87M
3
+$798K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$483K
5
AAPL icon
Apple
AAPL
+$199K

Sector Composition

1 Technology 14.75%
2 Healthcare 14.07%
3 Industrials 8.1%
4 Consumer Staples 7.29%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15.4K 0.01%
+100
177
$15.4K 0.01%
182
178
$15.1K 0.01%
226
+1
179
$14.9K 0.01%
+114
180
$14.5K 0.01%
88
+1
181
$14.4K 0.01%
+209
182
$14.2K 0.01%
+73
183
$14.1K 0.01%
151
184
$13.8K 0.01%
+73
185
$13.8K 0.01%
344
-25
186
$13.5K 0.01%
102
187
$12.6K 0.01%
128
188
$12.6K 0.01%
+217
189
$12.4K 0.01%
212
-240
190
$12.3K ﹤0.01%
+316
191
$12.1K ﹤0.01%
59
192
$11.4K ﹤0.01%
126
-747
193
$11.3K ﹤0.01%
+500
194
$11K ﹤0.01%
+166
195
$10.8K ﹤0.01%
162
196
$10.6K ﹤0.01%
+545
197
$10.1K ﹤0.01%
2,000
198
$10.1K ﹤0.01%
91
199
$9.85K ﹤0.01%
261
200
$9.68K ﹤0.01%
250
6 7
8
9 10