BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Return
15.74%
This Quarter Return
+3.45%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$920M
AUM Growth
+$127M
(+16%)
Cap. Flow
+$104M
Cap. Flow
% of AUM
11.32%
Top 10 Holdings %
Top 10 Hldgs %
30.36%
Holding
470
New
51
Increased
222
Reduced
117
Closed
31
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$32.9M |
| 2 |
Amazon
AMZN
|
$18.8M |
| 3 |
Insperity
NSP
|
$12.7M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$9.12M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$8.54M |
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$6.25M |
| 2 |
MDSO
Medidata Solutions, Inc.
MDSO
|
$5.38M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$3.84M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$3.53M |
| 5 |
Vanguard Materials ETF
VAW
|
$2.62M |
Sector Composition
| 1 | Communication Services | 11.45% |
| 2 | Technology | 9.11% |
| 3 | Financials | 8.37% |
| 4 | Industrials | 7.79% |
| 5 | Healthcare | 5.91% |
