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
$284M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.45M
3
+$1.31M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$675K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$577K

Top Sells

1
+$2.08M
2
+$1.19M
3
+$1.06M
4
CRBQ
Alps Etf Tr Global Commodity Equity ETF (DE)
CRBQ
+$738K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$499K

Sector Composition

1 Communication Services 14.93%
2 Financials 7.58%
3 Technology 7.41%
4 Healthcare 5.29%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.69%
10
27
$1.94M 0.68%
26,947
+1,019
28
$1.89M 0.67%
76,875
+1,727
29
$1.84M 0.65%
14,135
+1,263
30
$1.82M 0.64%
13,918
-3
31
$1.78M 0.63%
20,915
-3,735
32
$1.76M 0.62%
9,212
-1,355
33
$1.73M 0.61%
8,326
+3
34
$1.72M 0.61%
18,241
-986
35
$1.69M 0.59%
19,152
36
$1.69M 0.59%
13,939
-383
37
$1.57M 0.56%
17,470
-5,536
38
$1.42M 0.5%
18,051
-3,520
39
$1.4M 0.49%
32,774
+243
40
$1.39M 0.49%
14,876
+221
41
$1.31M 0.46%
26,610
+770
42
$1.22M 0.43%
10,480
+100
43
$1.17M 0.41%
22,854
+1,447
44
$1.16M 0.41%
74,359
+712
45
$1.16M 0.41%
10,430
-4,168
46
$1.12M 0.4%
25,769
-694
47
$1.11M 0.39%
32,808
+7
48
$1.1M 0.39%
9,361
-40
49
$1.1M 0.39%
10,043
-41
50
$1.08M 0.38%
18,818
-3,192
1
2
3 4 5