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
$922M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$4.1M
3
+$3.95M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.47M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$992K

Top Sells

1
+$3.53M
2
+$3.05M
3
+$2.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.97M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.61M

Sector Composition

1 Communication Services 13.54%
2 Technology 9.2%
3 Financials 8.25%
4 Industrials 7.93%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$519K 0.06%
33,000
227
$511K 0.06%
8,638
228
$508K 0.06%
12,817
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229
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230
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231
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11,829
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232
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11,317
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233
$492K 0.05%
15,461
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234
$490K 0.05%
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236
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237
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7,941
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5,049
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239
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9,001
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240
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241
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6,011
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244
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245
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7,671
246
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3,644
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247
$459K 0.05%
16,393
248
$458K 0.05%
7,062
-1,123
249
$458K 0.05%
7,872
-2,012
250
$453K 0.05%
7,452
-71
8 9
10
11 12