BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
+$20.9M
2
+$3.96M
3
+$3.92M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.46M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$991K

Top Sells

1
+$3.53M
2
+$2.85M
3
+$2.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.96M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.58M

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
426
$25K ﹤0.01%
20,606
427
$17K ﹤0.01%
10,000
428
$16K ﹤0.01%
1,111
429
$15K ﹤0.01%
+1,226
430
– –
-2,641
431
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-3,245
432
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-10,000
433
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-1,353
434
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-1,855
435
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-13,400
436
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-4,422
437
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-1,279
438
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-2,724
439
– –
-8,066
440
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-13,189
441
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-5,506
442
– –
-5,985
443
– –
-1,029
444
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-6,802
445
– –
-3,620
446
– –
-12,139
447
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-12,034
448
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-2,101
449
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-8,100
450
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-22,333
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