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
251
$430K 0.05%
7,655
+744
252
$428K 0.05%
7,816
+1,248
253
$428K 0.05%
+4,100
254
$425K 0.05%
8,183
+154
255
$424K 0.05%
16,296
+2,543
256
$423K 0.05%
425
+122
257
$417K 0.05%
8,880
258
$413K 0.05%
3,652
-37
259
$412K 0.05%
16,836
260
$411K 0.05%
91,560
-7,720
261
$411K 0.05%
7,730
-1,604
262
$411K 0.05%
26,198
263
$406K 0.05%
7,159
+461
264
$404K 0.05%
2,045
-102
265
$403K 0.05%
3,972
-1,276
266
$398K 0.05%
8,857
-1,896
267
$394K 0.05%
2,527
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268
$394K 0.05%
1,668
+860
269
$394K 0.05%
8,354
+1,600
270
$384K 0.05%
3,833
-115
271
$383K 0.05%
2,954
-280
272
$382K 0.05%
6,288
-3,013
273
$382K 0.05%
8,753
274
$382K 0.05%
4,828
+611
275
$370K 0.05%
2,028
-108
9 10
11
12 13