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
401
$267K 0.02%
2,226
-209
402
$267K 0.02%
6,756
-2,079
403
$266K 0.02%
37,540
+433
404
$266K 0.02%
+9,109
405
$265K 0.02%
3,170
-1,353
406
$265K 0.02%
4,581
407
$263K 0.02%
3,293
+203
408
$261K 0.02%
2,958
-186
409
$261K 0.02%
10,619
+340
410
$260K 0.02%
+4,196
411
$259K 0.02%
5,767
-23
412
$255K 0.02%
4,208
-752
413
$252K 0.02%
15,564
+2,207
414
$250K 0.02%
+5,392
415
$250K 0.02%
+1,163
416
$250K 0.02%
+5,915
417
$247K 0.02%
+5,212
418
$242K 0.02%
+14,072
419
$242K 0.02%
6,179
+208
420
$238K 0.02%
2,989
-8
421
$237K 0.02%
+4,742
422
$237K 0.02%
+586
423
$235K 0.02%
6,916
-528
424
$235K 0.02%
22,075
-20,142
425
$233K 0.02%
+8,661
15 16
17
18 19