BWS
Buck Wealth Strategies Portfolio holdings
AUM
$788M
1-Year Est. Return
12.8%
This Fund
S&P 500
1 Year Est. Return
+12.8%
AUM
$730M
AUM Growth
+$73.2M
(+11%)
Holding
178
Top Buys
| 1 | +$10.7M | |
| 2 | +$8M | |
| 3 | +$6.69M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$5.98M |
| 5 |
Vanguard Total Bond Market
BND
|
+$4.53M |
Top Sells
| 1 | +$8.83M | |
| 2 | +$7.33M | |
| 3 | +$6.47M | |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$1.9M |
| 5 |
Invesco Preferred ETF
PGX
|
+$1.85M |
Sector Composition
| 1 | Technology | 9.63% |
| 2 | Consumer Staples | 6.87% |
| 3 | Industrials | 5.86% |
| 4 | Healthcare | 5.13% |
| 5 | Communication Services | 4.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
176
iShares S&P Small-Cap 600 Value ETF
IJS
$7.15B
| – | – |
-19,131
|
|
||
177
Philip Morris
PM
$257B
| – | – |
-1,512
|
|
||
178
Wells Fargo
WFC
$236B
| – | – |
-3,970
|
|