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
$294M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.38M
3
+$2.32M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$936K

Top Sells

1
+$16.9M
2
+$1.82M
3
+$1.52M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.37M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$729K

Sector Composition

1 Communication Services 12.87%
2 Financials 8%
3 Technology 6.86%
4 Healthcare 5.88%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$199K 0.07%
11,780
+118
227
$189K 0.06%
+12,015
228
$171K 0.06%
8,761
229
$161K 0.05%
6,298
-1,327
230
$142K 0.05%
32,085
231
$121K 0.04%
+808
232
$111K 0.04%
37,208
+1,797
233
$109K 0.04%
20,000
234
$96K 0.03%
10,000
235
$94K 0.03%
12,195
+1,285
236
$93K 0.03%
32,705
+21,471
237
$91K 0.03%
+12,980
238
$88K 0.03%
19,930
-5,911
239
$84K 0.03%
35,600
240
$63K 0.02%
10,760
241
$59K 0.02%
+10,321
242
$54K 0.02%
+1,361
243
$51K 0.02%
595
244
$29K 0.01%
30
+7
245
$13K ﹤0.01%
+26,800
246
$10K ﹤0.01%
10,000
-400
247
– –
-4,022
248
– –
-1,908
249
– –
-3,415
250
– –
-163
7 8 9
10
11