BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
+$43.4M
2
+$27.1M
3
+$11.7M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$9.76M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$8.91M

Top Sells

1
+$5.43M
2
+$4.58M
3
+$4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.51M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.16M

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
326
$361K 0.03%
10,557
+800
327
$360K 0.03%
2,745
328
$360K 0.03%
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329
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9,873
-1,567
330
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+8,077
331
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8,024
-200
332
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14,637
-2,612
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4,648
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334
$348K 0.03%
1,167
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335
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1,530
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336
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12,331
337
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13,800
338
$343K 0.03%
3,757
-437
339
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340
$336K 0.03%
3,700
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341
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342
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61,032
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345
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346
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1,587
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347
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14,206
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5,148
-332
349
$326K 0.03%
579
+20
350
$326K 0.03%
10,870
-25
12 13
14
15 16