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
376
$285K 0.02%
16,393
-118
377
$284K 0.02%
+10,140
378
$283K 0.02%
+3,206
379
$283K 0.02%
4,461
+531
380
$283K 0.02%
8,655
381
$282K 0.02%
1,827
+1
382
$282K 0.02%
21,605
+7,207
383
$282K 0.02%
3,262
-496
384
$281K 0.02%
5,235
+3,304
385
$280K 0.02%
5,680
+280
386
$280K 0.02%
31,100
+11,000
387
$279K 0.02%
+10,269
388
$279K 0.02%
+6,375
389
$276K 0.02%
+1,465
390
$275K 0.02%
+586
391
$274K 0.02%
4,305
-330
392
$273K 0.02%
+16,387
393
$273K 0.02%
+8,753
394
$271K 0.02%
+4,565
395
$271K 0.02%
+4,181
396
$268K 0.02%
1,000
-138
397
$268K 0.02%
28,639
+2,811
398
$268K 0.02%
+6,558
399
$268K 0.02%
9,120
+911
400
$268K 0.02%
7,341
-9,667
14 15
16
17 18