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
276
$367K 0.05%
12,097
-4,476
277
$365K 0.05%
6,140
+427
278
$363K 0.05%
7,180
279
$363K 0.05%
5,031
+241
280
$363K 0.05%
4,431
+43
281
$362K 0.05%
11,233
-1,316
282
$359K 0.05%
7,110
+254
283
$357K 0.05%
+7,572
284
$356K 0.04%
+9,740
285
$356K 0.04%
5,036
-2,310
286
$354K 0.04%
20,947
-4,233
287
$352K 0.04%
3,229
-6,556
288
$350K 0.04%
2,473
289
$349K 0.04%
26,514
290
$347K 0.04%
8,038
-41
291
$342K 0.04%
3,280
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292
$337K 0.04%
2,182
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293
$336K 0.04%
13,400
294
$335K 0.04%
15,070
-310
295
$331K 0.04%
2,307
-48
296
$330K 0.04%
27,161
+6,730
297
$330K 0.04%
5,769
+600
298
$326K 0.04%
3,606
299
$326K 0.04%
2,997
300
$325K 0.04%
1,134
-40
10 11
12
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