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
326
$361K 0.03%
10,557
+800
327
$360K 0.03%
2,745
328
$360K 0.03%
11,121
+2,149
329
$359K 0.03%
9,873
-1,567
330
$359K 0.03%
+8,077
331
$356K 0.03%
8,024
-200
332
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14,637
-2,612
333
$350K 0.03%
4,648
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334
$348K 0.03%
1,167
-472
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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2,566
-14
340
$336K 0.03%
3,700
-20
341
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342
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343
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344
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61,032
-2,911
345
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3,800
346
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1,587
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347
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14,206
-1,372
348
$327K 0.03%
5,148
-332
349
$326K 0.03%
579
+20
350
$326K 0.03%
10,870
-25
12 13
14
15 16