BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Est. Return
15.76%
This Fund
S&P 500
1 Year Est. Return
+15.76%
AUM
$310M
AUM Growth
+$14.9M
(+5%)
Holding
251
Top Buys
| 1 | +$5.73M | |
| 2 | +$1.47M | |
| 3 | +$1.4M | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$1.1M |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$1.01M |
Top Sells
| 1 | +$1.73M | |
| 2 | +$1.06M | |
| 3 | +$712K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$706K |
| 5 |
Intuit
INTU
|
+$400K |
Sector Composition
| 1 | Communication Services | 11.54% |
| 2 | Financials | 9.59% |
| 3 | Technology | 5.79% |
| 4 | Industrials | 4.93% |
| 5 | Healthcare | 4.89% |