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
326
$283K 0.04%
10,300
327
$278K 0.04%
+3,595
328
$278K 0.04%
3,112
-66
329
$276K 0.03%
+2,557
330
$275K 0.03%
5,164
+561
331
$274K 0.03%
+5,718
332
$272K 0.03%
14,615
333
$270K 0.03%
7,403
-28
334
$270K 0.03%
10,484
-1,129
335
$266K 0.03%
2,271
-50
336
$266K 0.03%
+15,236
337
$266K 0.03%
4,408
-14,396
338
$265K 0.03%
10,000
339
$263K 0.03%
+5,087
340
$262K 0.03%
+6,348
341
$259K 0.03%
3,225
-131
342
$258K 0.03%
22,000
343
$257K 0.03%
740
+15
344
$249K 0.03%
8,242
345
$248K 0.03%
4,692
-130
346
$247K 0.03%
+3,063
347
$246K 0.03%
+3,078
348
$244K 0.03%
2,996
-476
349
$243K 0.03%
+5,752
350
$243K 0.03%
5,711
+335
12 13
14
15 16