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
326
$300K 0.03%
17,048
-1,159
327
$300K 0.03%
1,553
328
$295K 0.03%
4,657
-40,773
329
$295K 0.03%
2,473
330
$293K 0.03%
7,440
+22
331
$286K 0.03%
3,176
+387
332
$284K 0.03%
2,836
-1,082
333
$283K 0.03%
3,172
+60
334
$280K 0.03%
10,751
335
$280K 0.03%
4,753
+276
336
$278K 0.03%
6,141
-892
337
$277K 0.03%
+10,739
338
$275K 0.03%
1,863
-630
339
$274K 0.03%
2,297
+60
340
$273K 0.03%
15,676
-1,708
341
$271K 0.03%
6,800
342
$270K 0.03%
5,110
+287
343
$268K 0.03%
2,694
+225
344
$267K 0.03%
3,296
+4
345
$266K 0.03%
1,106
+3
346
$266K 0.03%
1,898
+196
347
$265K 0.03%
+5,368
348
$265K 0.03%
7,255
-250
349
$263K 0.03%
5,680
350
$262K 0.03%
5,560
-403
12 13
14
15 16