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
401
$208K 0.02%
15,304
+139
402
$207K 0.02%
4,399
403
$203K 0.02%
+1,284
404
$201K 0.02%
+2,769
405
$200K 0.02%
2,198
-351
406
$200K 0.02%
4,523
-5,755
407
$200K 0.02%
677
-28
408
$192K 0.02%
27,846
-608
409
$165K 0.02%
10,998
410
$157K 0.02%
17,174
-6,284
411
$155K 0.02%
11,475
412
$139K 0.02%
11,359
+270
413
$138K 0.02%
5,725
+2,650
414
$134K 0.01%
22,963
415
$128K 0.01%
20,060
-19,925
416
$128K 0.01%
+13,023
417
$121K 0.01%
2,783
+694
418
$105K 0.01%
32,085
419
$103K 0.01%
34,882
420
$90K 0.01%
15,435
421
$87K 0.01%
22,531
-16,420
422
$67K 0.01%
+17,492
423
$67K 0.01%
10,134
424
$40K ﹤0.01%
+10,208
425
$26K ﹤0.01%
10,000
-1,604
15 16
17
18 19