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
$302M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.9M
3
+$1.71M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.46M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.37M

Top Sells

1
+$15M
2
+$6.25M
3
+$2.68M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$2.42M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.2M

Sector Composition

1 Communication Services 19.56%
2 Financials 7.9%
3 Technology 6.73%
4 Healthcare 5.28%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-2,502
252
– –
-2,162
253
– –
-2,844
254
– –
-47,686
255
– –
-12,233
256
– –
-484,074
257
– –
-9,029
7 8 9 10
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