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
$318M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$886

Top Sells

1
+$1.77M
2
+$1.67M
3
+$1.51M
4
AAPL icon
Apple
AAPL
+$1.34M
5
WM icon
Waste Management
WM
+$1.26M

Sector Composition

1 Technology 12.48%
2 Consumer Staples 10.42%
3 Industrials 8.36%
4 Healthcare 6.37%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 4.72%
26,009
-1,481
2
$11.2M 3.52%
110,543
-7,683
3
$11M 3.46%
47,200
-5,767
4
$10.4M 3.26%
102,811
-16,594
5
$9.82M 3.09%
100,136
-1,672
6
$9.45M 2.97%
192,620
-36,170
7
$8.56M 2.7%
40,619
-4,970
8
$8.48M 2.67%
40,840
-6,050
9
$8.47M 2.67%
45,467
-5,543
10
$8.21M 2.59%
19,088
-2,074
11
$8.01M 2.52%
68,442
-3,161
12
$7.88M 2.48%
148,067
-22,054
13
$7.82M 2.46%
47,144
-5,314
14
$7.74M 2.44%
95,882
-14,003
15
$7.65M 2.41%
29,001
-1,317
16
$7.45M 2.35%
103,705
-16,600
17
$7.37M 2.32%
148,068
-30,274
18
$7.21M 2.27%
12,326
-1,825
19
$7.2M 2.27%
160,363
-17,240
20
$7.16M 2.25%
236,408
-17,892
21
$7.12M 2.24%
12,176
-1,789
22
$7.03M 2.21%
63,657
-4,400
23
$6.83M 2.15%
11,001
-1,625
24
$6.68M 2.1%
116,520
-14,133
25
$6.63M 2.09%
13,477
-1,609
1
2 3