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
301
$402K 0.03%
4,144
+212
302
$401K 0.03%
6,346
+521
303
$400K 0.03%
411
-29
304
$397K 0.03%
+3,274
305
$395K 0.03%
6,195
+510
306
$395K 0.03%
4,880
+6
307
$393K 0.03%
9,613
-12,305
308
$391K 0.03%
8,315
-536
309
$391K 0.03%
8,310
+729
310
$390K 0.03%
22,840
-796
311
$389K 0.03%
7,527
+50
312
$388K 0.03%
15,212
+6,908
313
$388K 0.03%
+2,338
314
$384K 0.03%
4,935
+551
315
$384K 0.03%
4,814
+1
316
$384K 0.03%
14,342
+351
317
$381K 0.03%
7,346
+600
318
$379K 0.03%
4,857
-13,356
319
$378K 0.03%
8,138
-544
320
$378K 0.03%
2,200
321
$374K 0.03%
+6,530
322
$372K 0.03%
5,152
323
$365K 0.03%
1,341
+470
324
$364K 0.03%
+5,525
325
$361K 0.03%
+6,813
11 12
13
14 15