BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.74%
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$6.44M
3
+$4.78M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.98M
5
FCA icon
First Trust China AlphaDEX Fund
FCA
+$2.98M

Top Sells

1
+$1.48M
2
+$776K
3
+$676K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$658K
5
USB icon
US Bancorp
USB
+$506K

Sector Composition

1 Communication Services 13.85%
2 Financials 7.41%
3 Technology 7.39%
4 Healthcare 5.48%
5 Energy 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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