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
201
$3.53K ﹤0.01%
11
202
$3.52K ﹤0.01%
12
203
$3.52K ﹤0.01%
20
204
$3.51K ﹤0.01%
+21
205
$3.49K ﹤0.01%
70
206
$3.47K ﹤0.01%
11
207
$3.46K ﹤0.01%
+79
208
$3.42K ﹤0.01%
7
209
$3.41K ﹤0.01%
42
+9
210
$3.35K ﹤0.01%
432
211
$3.3K ﹤0.01%
10
212
$3.27K ﹤0.01%
72
+1
213
$3.2K ﹤0.01%
29
214
$3.16K ﹤0.01%
32
215
$3.16K ﹤0.01%
83
216
$3.06K ﹤0.01%
10
217
$3.05K ﹤0.01%
30
218
$3.01K ﹤0.01%
6
219
$2.93K ﹤0.01%
6
220
$2.93K ﹤0.01%
24
221
$2.92K ﹤0.01%
35
222
$2.88K ﹤0.01%
7
223
$2.85K ﹤0.01%
35
224
$2.73K ﹤0.01%
+44
225
$2.69K ﹤0.01%
55
7 8
9
10 11