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
401
$177K 0.02%
10,000
402
$170K 0.02%
13,096
+461
403
$157K 0.02%
+10,158
404
$157K 0.02%
+11,096
405
$148K 0.02%
11,475
406
$119K 0.02%
13,497
+1,289
407
$103K 0.01%
+28,585
408
$102K 0.01%
+34,882
409
$79K 0.01%
32,085
410
$78K 0.01%
+12,000
411
$67K 0.01%
10,134
412
$61K 0.01%
+11,425
413
$51K 0.01%
10,000
414
$40K 0.01%
20,606
415
$36K ﹤0.01%
10,000
416
$24K ﹤0.01%
10,000
417
$19K ﹤0.01%
1,111
418
$5K ﹤0.01%
56
+28
419
– –
-3,098
420
– –
-29,834
421
– –
-12,748
422
– –
-15,467
423
– –
-118,648
424
– –
-4,399
425
– –
-1,850
14 15 16
17
18