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
$305M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$6.44M
3
+$4.78M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.98M
5
FCA icon
First Trust China AlphaDEX Fund
FCA
+$2.98M

Top Sells

1
+$1.48M
2
+$776K
3
+$676K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$658K
5
USB icon
US Bancorp
USB
+$506K

Sector Composition

1 Communication Services 13.85%
2 Financials 7.41%
3 Technology 7.39%
4 Healthcare 5.48%
5 Energy 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.69%
24,650
-411
27
$2.08M 0.68%
21,571
+2,373
28
$2.08M 0.68%
78,140
+21,064
29
$2.05M 0.67%
10
30
$2.03M 0.67%
25,928
+2,955
31
$2.02M 0.66%
75,148
+9,143
32
$2M 0.65%
45,226
+4,673
33
$1.93M 0.63%
13,921
+73
34
$1.82M 0.6%
14,322
+549
35
$1.82M 0.6%
19,152
36
$1.79M 0.59%
19,227
+5,406
37
$1.75M 0.57%
12,872
+1,787
38
$1.64M 0.54%
14,598
-1,867
39
$1.58M 0.52%
32,531
-1,645
40
$1.55M 0.51%
8,323
+45
41
$1.51M 0.5%
14,655
+3,407
42
$1.4M 0.46%
22,010
+4,237
43
$1.4M 0.46%
25,840
44
$1.27M 0.42%
10,380
+194
45
$1.26M 0.41%
10,084
+475
46
$1.25M 0.41%
73,647
+1,190
47
$1.23M 0.4%
26,463
+10,116
48
$1.2M 0.39%
21,407
+10,910
49
$1.19M 0.39%
7,676
+1,624
50
$1.18M 0.39%
9,401
-3,902
1
2
3 4 5