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
301
$322K 0.04%
4,543
-86
302
$322K 0.04%
+11,630
303
$321K 0.04%
7,708
+35
304
$320K 0.04%
+2,745
305
$318K 0.04%
5,244
-96
306
$315K 0.04%
1,652
-34
307
$310K 0.04%
5,201
+410
308
$306K 0.04%
1,738
-61
309
$306K 0.04%
1,903
-311
310
$305K 0.04%
8,532
311
$302K 0.04%
9,517
-12,588
312
$300K 0.04%
8,705
313
$300K 0.04%
2,678
+84
314
$298K 0.04%
8,034
-504
315
$297K 0.04%
17,648
316
$295K 0.04%
+1,551
317
$295K 0.04%
5,714
318
$295K 0.04%
1,619
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319
$294K 0.04%
+4,996
320
$291K 0.04%
+4,580
321
$291K 0.04%
+9,363
322
$289K 0.04%
+1,399
323
$288K 0.04%
3,068
+43
324
$287K 0.04%
+8,726
325
$286K 0.04%
2,551
+223
11 12
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