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
$302M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.9M
3
+$1.71M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.46M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.37M

Top Sells

1
+$15M
2
+$6.25M
3
+$2.68M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$2.42M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.2M

Sector Composition

1 Communication Services 19.56%
2 Financials 7.9%
3 Technology 6.73%
4 Healthcare 5.28%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.75%
22,207
+2,858
27
$2.22M 0.73%
26,801
+22,953
28
$2.22M 0.73%
20,908
+13,792
29
$2.11M 0.7%
21,348
+7,008
30
$2.06M 0.68%
16,189
+2,152
31
$2.05M 0.68%
21,513
+3,182
32
$2.02M 0.67%
14,201
+549
33
$1.91M 0.63%
8,613
+242
34
$1.88M 0.62%
34,735
+9,443
35
$1.83M 0.61%
33,220
36
$1.75M 0.58%
18,657
37
$1.71M 0.57%
8
38
$1.59M 0.53%
32,906
+8,961
39
$1.58M 0.52%
15,937
-810
40
$1.57M 0.52%
55,039
-72,479
41
$1.54M 0.51%
16,519
-143
42
$1.44M 0.48%
29,590
+2,464
43
$1.41M 0.47%
10,920
+484
44
$1.35M 0.45%
6,515
+3,127
45
$1.34M 0.44%
9,613
+409
46
$1.29M 0.43%
36,000
+27,660
47
$1.26M 0.42%
29,328
-1,409
48
$1.24M 0.41%
9,282
+3,044
49
$1.22M 0.4%
26,232
+728
50
$1.21M 0.4%
10,527
-261
1
2
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