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
376
$229K 0.02%
3,915
-933
377
$228K 0.02%
3,734
-6,549
378
$228K 0.02%
2,340
-2
379
$226K 0.02%
2,516
380
$225K 0.02%
3,034
-567
381
$224K 0.02%
1,981
+6
382
$223K 0.02%
5,096
383
$222K 0.02%
7,943
-1,386
384
$222K 0.02%
+3,033
385
$222K 0.02%
+1,651
386
$221K 0.02%
3,134
+170
387
$220K 0.02%
2,324
-1,671
388
$219K 0.02%
4,722
389
$217K 0.02%
2,962
390
$217K 0.02%
+5,027
391
$217K 0.02%
20,664
-5,992
392
$217K 0.02%
3,561
393
$214K 0.02%
480
-188
394
$213K 0.02%
2,923
-249
395
$212K 0.02%
13,357
396
$211K 0.02%
6,573
397
$211K 0.02%
4,871
398
$210K 0.02%
+4,898
399
$209K 0.02%
1,424
-18
400
$208K 0.02%
2,022
14 15
16
17 18