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
$205M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$8.08M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.81M
5
WM icon
Waste Management
WM
+$5.56M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.63%
2 Technology 12.03%
3 Consumer Staples 7.88%
4 Financials 7.57%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.3M 23.56%
+520,987
2
$8.08M 3.94%
+48,972
3
$6.27M 3.06%
+60,678
4
$5.81M 2.83%
+20,152
5
$5.56M 2.71%
+34,088
6
$5.52M 2.69%
+37,156
7
$5.43M 2.65%
+52,316
8
$5.35M 2.61%
+11,328
9
$5.34M 2.61%
+37,335
10
$5.3M 2.59%
+33,276
11
$5.29M 2.58%
+55,130
12
$5.24M 2.56%
+106,686
13
$5.23M 2.55%
+100,103
14
$5.19M 2.53%
+67,377
15
$5.16M 2.52%
+39,614
16
$5.16M 2.51%
+83,115
17
$5.1M 2.49%
+47,955
18
$5.09M 2.48%
+130,990
19
$4.96M 2.42%
+20,524
20
$4.9M 2.39%
+44,682
21
$4.86M 2.37%
+119,092
22
$4.85M 2.36%
+163,294
23
$4.77M 2.33%
+23,187
24
$4.75M 2.32%
+246,616
25
$4.53M 2.21%
+9,586
1
2 3 4 5