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
$216M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$676K
3
+$537K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$443K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$321K

Top Sells

1
+$1.56M
2
+$1.29M
3
+$585K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$475K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$417K

Sector Composition

1 Communication Services 15.12%
2 Financials 8.11%
3 Technology 5.35%
4 Industrials 5.21%
5 Energy 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.77%
13,319
+131
27
$1.65M 0.77%
20,503
+292
28
$1.63M 0.75%
12,991
+10
29
$1.54M 0.71%
15,680
-98
30
$1.5M 0.69%
8
31
$1.47M 0.68%
11,780
+668
32
$1.42M 0.66%
28,238
+2,227
33
$1.41M 0.65%
8,634
34
$1.39M 0.64%
23,632
-3,125
35
$1.37M 0.64%
51,849
+2,931
36
$1.29M 0.6%
46,654
-6,625
37
$1.22M 0.57%
93,779
-1,972
38
$1.18M 0.55%
103,185
39
$1.18M 0.55%
68,627
-1,371
40
$1.18M 0.55%
24,300
+13,928
41
$1.14M 0.53%
32,236
42
$1.14M 0.53%
17,037
-1,115
43
$1.12M 0.52%
13,703
+390
44
$1.06M 0.49%
26,047
-1,427
45
$1.01M 0.47%
12,135
+406
46
$952K 0.44%
37,362
-1,035
47
$907K 0.42%
10,070
-43
48
$900K 0.42%
21,944
-531
49
$863K 0.4%
10,219
+3,799
50
$824K 0.38%
11,210
-24
1
2
3 4 5