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
$298M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1M
3
+$997K
4
META icon
Meta Platforms (Facebook)
META
+$963K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$873K

Top Sells

1
+$2.69M
2
+$2.54M
3
+$1.15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$995K
5
AMN icon
AMN Healthcare
AMN
+$831K

Sector Composition

1 Communication Services 17.52%
2 Financials 7.1%
3 Technology 6.67%
4 Healthcare 5.13%
5 Industrials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.67%
33,220
27
$1.97M 0.66%
9,668
+456
28
$1.94M 0.65%
24,444
-2,503
29
$1.94M 0.65%
74,614
-2,261
30
$1.93M 0.65%
19,349
+1,108
31
$1.82M 0.61%
8,371
+45
32
$1.8M 0.6%
13,652
-483
33
$1.76M 0.59%
16,747
+9,845
34
$1.74M 0.58%
18,657
-495
35
$1.65M 0.55%
18,331
+280
36
$1.58M 0.53%
8
-2
37
$1.53M 0.51%
16,662
-808
38
$1.4M 0.47%
14,340
-536
39
$1.35M 0.45%
27,126
+516
40
$1.33M 0.45%
30,737
-2,037
41
$1.3M 0.44%
23,945
+1,091
42
$1.23M 0.41%
10,436
-44
43
$1.2M 0.4%
34,721
+1,114
44
$1.18M 0.4%
10,788
+358
45
$1.18M 0.4%
20,122
+1,304
46
$1.17M 0.39%
25,292
-477
47
$1.16M 0.39%
9,029
-332
48
$1.16M 0.39%
9,204
+235
49
$1.15M 0.39%
10,229
+186
50
$1.15M 0.38%
32,932
+124
1
2
3 4 5