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
251
$532K 0.04%
2,531
+433
252
$532K 0.04%
21,912
+430
253
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33,780
+1,758
254
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-381
256
$505K 0.04%
65,186
-4,376
257
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15,934
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258
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12,866
-76
259
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+9,617
260
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261
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2,183
262
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3,266
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263
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5,253
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264
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6,913
+1,016
265
$475K 0.04%
4,201
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266
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267
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268
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24,811
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269
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270
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7,326
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271
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1,433
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272
$467K 0.04%
+34,147
273
$465K 0.04%
5,825
-757
274
$463K 0.04%
7,816
+2,512
275
$462K 0.04%
3,911
-935
9 10
11
12 13