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
$793M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.27M
3
+$8.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.91M

Top Sells

1
+$11.1M
2
+$9.72M
3
+$9.09M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.97M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.69M

Sector Composition

1 Technology 8.89%
2 Financials 8.71%
3 Industrials 7.03%
4 Healthcare 6.34%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$497K 0.06%
10,629
+1,604
227
$496K 0.06%
6,748
+300
228
$489K 0.06%
1,884
-1,514
229
$487K 0.06%
3,032
+56
230
$482K 0.06%
16,393
231
$482K 0.06%
+5,545
232
$472K 0.06%
+6,148
233
$471K 0.06%
9,409
-1,217
234
$471K 0.06%
7,566
+863
235
$470K 0.06%
4,527
+324
236
$469K 0.06%
33,000
237
$467K 0.06%
5,368
+367
238
$464K 0.06%
3,312
-29
239
$461K 0.06%
4,844
+23
240
$457K 0.06%
5,690
-502
241
$451K 0.06%
29,332
-1,511
242
$449K 0.06%
3,912
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243
$449K 0.06%
7,430
+4,002
244
$448K 0.06%
16,276
-2,658
245
$441K 0.06%
+12,719
246
$439K 0.06%
2,681
-84
247
$435K 0.05%
4,360
+98
248
$432K 0.05%
9,861
+416
249
$431K 0.05%
7,459
-49
250
$430K 0.05%
6,838
-6
8 9
10
11 12