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
$793M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.27M
3
+$8.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.91M

Top Sells

1
+$11.1M
2
+$9.72M
3
+$9.09M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.97M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.69M

Sector Composition

1 Technology 8.89%
2 Financials 8.71%
3 Industrials 7.03%
4 Healthcare 6.34%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$217K 0.03%
+18,101
377
$215K 0.03%
+7,542
378
$213K 0.03%
+7,355
379
$213K 0.03%
+4,890
380
$212K 0.03%
+5,935
381
$210K 0.03%
+2,975
382
$210K 0.03%
+6,573
383
$209K 0.03%
+1,973
384
$208K 0.03%
+2,384
385
$207K 0.03%
2,905
-200
386
$207K 0.03%
+3,246
387
$207K 0.03%
+929
388
$206K 0.03%
+5,191
389
$206K 0.03%
118
390
$205K 0.03%
+7,800
391
$204K 0.03%
10,000
392
$202K 0.03%
+4,292
393
$202K 0.03%
+2,678
394
$201K 0.03%
+2,964
395
$201K 0.03%
+2,685
396
$200K 0.03%
4,400
-138
397
$196K 0.02%
15,020
+103
398
$193K 0.02%
13,357
399
$189K 0.02%
14,638
+3,184
400
$185K 0.02%
11,085
+226
14 15
16
17 18