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
251
$452K 0.05%
2,976
+1
252
$451K 0.05%
2,792
+29
253
$449K 0.05%
2,653
-807
254
$445K 0.05%
2,999
-721
255
$444K 0.05%
7,507
-1,104
256
$441K 0.05%
13,999
+4,247
257
$440K 0.05%
2,693
258
$439K 0.05%
7,965
+2,978
259
$438K 0.05%
3,866
+999
260
$434K 0.05%
8,880
261
$429K 0.05%
4,100
262
$427K 0.05%
9,823
-9,419
263
$427K 0.05%
6,661
+513
264
$424K 0.05%
2,954
265
$419K 0.05%
7,758
-508
266
$419K 0.05%
16,836
267
$415K 0.05%
2,158
+188
268
$412K 0.04%
16,406
-220
269
$411K 0.04%
3,310
-5
270
$406K 0.04%
17,222
+1,246
271
$401K 0.04%
2,644
+505
272
$401K 0.04%
10,698
+380
273
$400K 0.04%
7,412
274
$399K 0.04%
4,668
+125
275
$382K 0.04%
+45,467
9 10
11
12 13