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
201
$9.36K ﹤0.01%
52
202
$9.34K ﹤0.01%
+240
203
$9.18K ﹤0.01%
+231
204
$9.16K ﹤0.01%
+185
205
$9.07K ﹤0.01%
+325
206
$8.62K ﹤0.01%
312
207
$8.47K ﹤0.01%
238
208
$8.32K ﹤0.01%
190
-16
209
$8.29K ﹤0.01%
+82
210
$8.21K ﹤0.01%
300
+1
211
$7.8K ﹤0.01%
146
212
$7.75K ﹤0.01%
184
+1
213
$7.74K ﹤0.01%
69
214
$7.68K ﹤0.01%
+55
215
$7.46K ﹤0.01%
44
216
$7.43K ﹤0.01%
+214
217
$7.29K ﹤0.01%
+135
218
$7.18K ﹤0.01%
67
219
$7.08K ﹤0.01%
+110
220
$6.84K ﹤0.01%
400
221
$6.62K ﹤0.01%
+90
222
$6.36K ﹤0.01%
+36
223
$6.28K ﹤0.01%
71
224
$6.25K ﹤0.01%
140
225
$6.24K ﹤0.01%
44
7 8
9
10 11