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
351
$323K 0.02%
1,905
-579
352
$323K 0.02%
26,514
353
$322K 0.02%
1,112
354
$321K 0.02%
8,573
+109
355
$321K 0.02%
+3,285
356
$320K 0.02%
4,305
357
$319K 0.02%
7,923
+1,458
358
$319K 0.02%
5,007
-931
359
$317K 0.02%
+4,036
360
$315K 0.02%
+7,364
361
$311K 0.02%
1,317
-417
362
$310K 0.02%
3,561
363
$306K 0.02%
+5,183
364
$304K 0.02%
1,404
365
$303K 0.02%
5,145
-33
366
$302K 0.02%
+5,715
367
$301K 0.02%
21,626
+6,371
368
$299K 0.02%
4,955
+333
369
$293K 0.02%
+30,875
370
$292K 0.02%
5,265
-95
371
$291K 0.02%
1,951
372
$290K 0.02%
+12,730
373
$288K 0.02%
43,295
+18,682
374
$288K 0.02%
+3,964
375
$286K 0.02%
3,886
13 14
15
16 17