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
$229M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$704K
3
+$677K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$644K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$619K

Top Sells

1
+$1.29M
2
+$1.07M
3
+$555K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$542K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$443K

Sector Composition

1 Communication Services 16.23%
2 Financials 8.03%
3 Energy 5.62%
4 Industrials 5.16%
5 Technology 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.73%
21,334
+831
27
$1.66M 0.72%
13,144
-175
28
$1.63M 0.71%
12,842
-149
29
$1.54M 0.67%
14,821
-417
30
$1.46M 0.64%
54,635
+2,786
31
$1.42M 0.62%
23,632
32
$1.41M 0.61%
11,116
-664
33
$1.41M 0.61%
112,808
+9,623
34
$1.39M 0.61%
8,634
35
$1.38M 0.6%
26,329
-1,909
36
$1.37M 0.6%
47,350
+696
37
$1.33M 0.58%
27,350
+3,050
38
$1.22M 0.53%
32,236
39
$1.15M 0.5%
11,367
+6,112
40
$1.14M 0.5%
13,443
+3,224
41
$1.14M 0.5%
6,553
-3,202
42
$1.12M 0.49%
26,049
+2
43
$1.11M 0.49%
12,479
+344
44
$1.07M 0.47%
11,810
+7,080
45
$1.07M 0.47%
25,717
+3,773
46
$1.06M 0.46%
15,965
-1,072
47
$1.04M 0.45%
77,671
-16,108
48
$1.03M 0.45%
66,889
-1,738
49
$1M 0.44%
12,290
-1,413
50
$951K 0.41%
10,026
-44
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2
3 4 5