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
351
$261K 0.03%
2,905
352
$261K 0.03%
20,933
+522
353
$259K 0.03%
+1,630
354
$258K 0.03%
5,168
-113
355
$257K 0.03%
+9,264
356
$257K 0.03%
1,401
-36
357
$256K 0.03%
8,242
358
$256K 0.03%
8,753
359
$256K 0.03%
10,000
360
$252K 0.03%
4,830
361
$249K 0.03%
1,488
-1,098
362
$249K 0.03%
+8,925
363
$248K 0.03%
1,526
364
$247K 0.03%
+15,532
365
$243K 0.03%
12,600
366
$241K 0.03%
906
-25
367
$240K 0.03%
3,886
368
$238K 0.03%
+3,680
369
$235K 0.03%
3,188
-1,848
370
$234K 0.03%
+2,293
371
$233K 0.03%
1,293
-420
372
$232K 0.03%
+27,061
373
$230K 0.02%
8,061
-37
374
$230K 0.02%
2,257
+21
375
$230K 0.02%
+9,695
13 14
15
16 17