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
$1.31B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$27.1M
3
+$12.4M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$9.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.57M

Top Sells

1
+$5.36M
2
+$4.56M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.59M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.14M

Sector Composition

1 Communication Services 11.05%
2 Technology 10.11%
3 Industrials 7.83%
4 Financials 7.48%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$646K 0.05%
6,860
-895
227
$643K 0.05%
1,456
-185
228
$639K 0.05%
4,347
-969
229
$638K 0.05%
12,083
-5,189
230
$634K 0.05%
27,304
+2,281
231
$620K 0.05%
7,584
+389
232
$620K 0.05%
10,799
+1,916
233
$617K 0.05%
3,689
+279
234
$616K 0.05%
7,784
-650
235
$613K 0.05%
6,316
236
$603K 0.05%
5,166
-1,325
237
$603K 0.05%
4,766
-985
238
$599K 0.05%
+63,480
239
$593K 0.05%
12,635
+8,239
240
$589K 0.05%
+29,901
241
$583K 0.04%
5,351
-100
242
$581K 0.04%
+4,544
243
$569K 0.04%
6,142
+22
244
$566K 0.04%
+12,222
245
$560K 0.04%
31,658
+8,002
246
$558K 0.04%
10,940
+2
247
$543K 0.04%
4,205
+3
248
$543K 0.04%
23,112
-80,020
249
$541K 0.04%
5,290
+2,090
250
$541K 0.04%
6,527
-1,232
8 9
10
11 12