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
$339M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.6M
3
+$9.86M
4
AMZN icon
Amazon
AMZN
+$9.86M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.56M

Top Sells

1
+$18M
2
+$17.1M
3
+$14.2M
4
CAT icon
Caterpillar
CAT
+$9.03M
5
PFE icon
Pfizer
PFE
+$8.2M

Sector Composition

1 Technology 13.03%
2 Consumer Staples 9.83%
3 Industrials 8.49%
4 Healthcare 6.6%
5 Financials 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 4.44%
27,490
+26,451
2
$12M 3.55%
119,405
-169,645
3
$11.5M 3.39%
118,226
+109,381
4
$11.2M 3.29%
52,967
+46,824
5
$11.1M 3.28%
228,790
-371,516
6
$10M 2.95%
46,890
+3,382
7
$9.86M 2.91%
+51,010
8
$9.56M 2.82%
+52,458
9
$9.46M 2.79%
21,162
+10,158
10
$9.34M 2.76%
101,808
+98,222
11
$9.22M 2.72%
45,589
+42,478
12
$8.86M 2.62%
178,342
-286,629
13
$8.3M 2.45%
12,626
+7,541
14
$8.08M 2.39%
170,121
+9,095
15
$7.66M 2.26%
120,305
-19,750
16
$7.64M 2.25%
+71,603
17
$7.55M 2.23%
+254,300
18
$7.44M 2.2%
+109,885
19
$7.41M 2.19%
59,853
-9,242
20
$7.34M 2.17%
+30,318
21
$7.32M 2.16%
177,603
-28,540
22
$7.27M 2.15%
68,057
+62,426
23
$7.17M 2.12%
+22,943
24
$7.11M 2.1%
+13,965
25
$7M 2.07%
60,816
+58,816
1
2 3 4 5