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
301
$335K 0.04%
4,981
-6,314
302
$333K 0.04%
1,502
-146
303
$332K 0.04%
5,940
-160
304
$332K 0.04%
2,429
-213
305
$330K 0.04%
2,745
306
$328K 0.04%
12,821
-367
307
$327K 0.04%
17,810
-1,075
308
$327K 0.04%
5,874
+314
309
$325K 0.04%
6,098
+855
310
$322K 0.03%
4,876
+296
311
$320K 0.03%
1,982
312
$318K 0.03%
7,091
-323
313
$314K 0.03%
160
-1
314
$314K 0.03%
10,669
315
$313K 0.03%
18,650
-400
316
$313K 0.03%
5,714
317
$313K 0.03%
2,726
-181
318
$312K 0.03%
5,212
-1,866
319
$311K 0.03%
22,000
320
$311K 0.03%
8,564
+29
321
$310K 0.03%
8,705
322
$307K 0.03%
7,001
-279
323
$305K 0.03%
6,333
-447
324
$305K 0.03%
5,677
-4,639
325
$302K 0.03%
3,452
-1,322
11 12
13
14 15