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
451
$201K 0.02%
+1,850
452
$201K 0.02%
+485
453
$200K 0.02%
18,289
+12,622
454
$173K 0.01%
28,838
455
$156K 0.01%
10,583
456
$154K 0.01%
11,475
457
$148K 0.01%
10,000
458
$148K 0.01%
32,085
459
$146K 0.01%
10,947
-8,765
460
$136K 0.01%
129,254
+9,421
461
$134K 0.01%
10,874
+573
462
$133K 0.01%
+12,000
463
$126K 0.01%
+71
464
$121K 0.01%
24,388
+1,425
465
$121K 0.01%
4,245
-851
466
$114K 0.01%
10,000
467
$103K 0.01%
+10,805
468
$98K 0.01%
+10,299
469
$91K 0.01%
10,060
470
$73K 0.01%
2,739
471
$61K ﹤0.01%
10,962
+187
472
$32K ﹤0.01%
30,000
473
$28K ﹤0.01%
350
474
$28K ﹤0.01%
+20,606
475
$14K ﹤0.01%
49
-5
17 18
19
20 21