BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Return
15.74%
This Quarter Return
+7.88%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$1.31B
AUM Growth
+$255M
(+24%)
Cap. Flow
+$187M
Cap. Flow
% of AUM
14.3%
Top 10 Holdings %
Top 10 Hldgs %
33.46%
Holding
502
New
97
Increased
165
Reduced
171
Closed
26
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$44.1M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$27.1M |
| 3 |
Norfolk Southern
NSC
|
+$12.4M |
| 4 |
Invesco S&P 500 Revenue ETF
RWL
|
+$9.74M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$8.57M |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$5.36M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$4.56M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$4.05M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.59M |
| 5 |
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% |
