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
276
$382K 0.04%
13,632
-4,815
277
$380K 0.04%
7,080
-3,150
278
$380K 0.04%
1,758
-259
279
$379K 0.04%
4,562
+782
280
$379K 0.04%
36,242
+9,081
281
$378K 0.04%
5,943
-15,046
282
$375K 0.04%
4,850
-183
283
$374K 0.04%
8,715
284
$373K 0.04%
6,909
-5,155
285
$373K 0.04%
9,065
-59
286
$366K 0.04%
9,555
287
$365K 0.04%
26,514
288
$358K 0.04%
3,593
289
$352K 0.04%
10,205
+2,711
290
$352K 0.04%
3,699
-1,860
291
$351K 0.04%
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292
$350K 0.04%
2,247
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293
$350K 0.04%
4,103
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294
$349K 0.04%
7,054
-500
295
$346K 0.04%
8,426
+493
296
$343K 0.04%
5,635
+770
297
$342K 0.04%
3,823
-370
298
$342K 0.04%
4,570
+126
299
$336K 0.04%
6,876
-9,688
300
$335K 0.04%
3,586
10 11
12
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