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
426
$232K 0.02%
1,099
-103
427
$232K 0.02%
9,000
-3,600
428
$229K 0.02%
15,827
+132
429
$227K 0.02%
2,825
-641
430
$227K 0.02%
1,281
-31
431
$227K 0.02%
478
432
$227K 0.02%
3,228
-1,352
433
$226K 0.02%
+3,874
434
$225K 0.02%
+2,299
435
$225K 0.02%
+11,531
436
$223K 0.02%
5,174
-802
437
$220K 0.02%
+15,170
438
$219K 0.02%
+753
439
$215K 0.02%
3,326
-238
440
$214K 0.02%
+2,246
441
$214K 0.02%
+3,559
442
$213K 0.02%
+3,887
443
$213K 0.02%
+3,825
444
$213K 0.02%
+273
445
$211K 0.02%
12,505
446
$211K 0.02%
+4,425
447
$210K 0.02%
4,015
-2,028
448
$210K 0.02%
8,066
-1,876
449
$210K 0.02%
+3,864
450
$208K 0.02%
+692
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