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
276
$462K 0.04%
2,725
-161
277
$458K 0.04%
+11,103
278
$454K 0.03%
8,480
279
$452K 0.03%
4,473
+2,011
280
$450K 0.03%
+11,555
281
$446K 0.03%
33,000
282
$440K 0.03%
43,799
-20,944
283
$433K 0.03%
7,543
-400
284
$432K 0.03%
2,932
-470
285
$431K 0.03%
+3,523
286
$430K 0.03%
2,063
-161
287
$425K 0.03%
24,360
+4,145
288
$425K 0.03%
6,889
-620
289
$422K 0.03%
14,217
-1,671
290
$420K 0.03%
4,439
+1,465
291
$416K 0.03%
3,022
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292
$415K 0.03%
3,835
-20
293
$412K 0.03%
39,133
+238
294
$408K 0.03%
3,865
-525
295
$407K 0.03%
6,971
-1,178
296
$407K 0.03%
3,993
-1,018
297
$406K 0.03%
+6,571
298
$406K 0.03%
+19,153
299
$403K 0.03%
3,782
-798
300
$403K 0.03%
11,064
+3,553
10 11
12
13 14