BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Return
15.74%
This Quarter Return
+18.28%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$1.05B
AUM Growth
+$14.7M
(+1.4%)
Cap. Flow
-$167M
Cap. Flow
% of AUM
-15.89%
Top 10 Holdings %
Top 10 Hldgs %
33.07%
Holding
499
New
42
Increased
70
Reduced
260
Closed
94
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$16.2M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$14.7M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$11.9M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$8.37M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$5.29M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$47.4M |
| 2 |
Apple
AAPL
|
+$22.3M |
| 3 |
Norfolk Southern
NSC
|
+$10.4M |
| 4 |
Amazon
AMZN
|
+$6.98M |
| 5 |
Microsoft
MSFT
|
+$5.1M |
Sector Composition
| 1 | Technology | 10.05% |
| 2 | Communication Services | 7.97% |
| 3 | Industrials | 7.36% |
| 4 | Consumer Discretionary | 6.12% |
| 5 | Financials | 5.9% |
