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
$214M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.7M
3
+$6.45M
4
AMZN icon
Amazon
AMZN
+$6.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.22%
2 Healthcare 14.77%
3 Industrials 7.52%
4 Consumer Staples 7.38%
5 Financials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.4M 4.87%
+24,229
2
$7.7M 3.6%
+44,946
3
$6.45M 3.02%
+66,578
4
$6.34M 2.96%
+49,853
5
$6.26M 2.93%
+66,618
6
$5.8M 2.71%
+57,589
7
$5.68M 2.66%
+21,123
8
$5.65M 2.64%
+105,081
9
$5.64M 2.64%
+38,897
10
$5.51M 2.58%
+42,111
11
$5.5M 2.57%
+14,562
12
$5.48M 2.56%
+35,963
13
$5.42M 2.54%
+101,691
14
$5.33M 2.49%
+51,788
15
$5.32M 2.49%
+45,251
16
$5.29M 2.47%
+16,742
17
$5.25M 2.46%
+35,989
18
$5.23M 2.45%
+55,437
19
$5.21M 2.44%
+34,949
20
$5.14M 2.4%
+154,930
21
$5.1M 2.38%
+91,088
22
$5.08M 2.38%
+156,727
23
$5.01M 2.34%
+64,222
24
$5M 2.34%
+71,577
25
$4.95M 2.31%
+23,758
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