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
$294M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.38M
3
+$2.32M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$936K

Top Sells

1
+$16.9M
2
+$1.82M
3
+$1.52M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.37M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$729K

Sector Composition

1 Communication Services 12.87%
2 Financials 8%
3 Technology 6.86%
4 Healthcare 5.88%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.72%
33,220
27
$2.09M 0.71%
8,421
-192
28
$2.04M 0.7%
19,308
-2,899
29
$2.02M 0.69%
40,904
-14,726
30
$2.02M 0.69%
21,098
+2,441
31
$1.91M 0.65%
14,687
-1,502
32
$1.88M 0.64%
43,817
+14,489
33
$1.85M 0.63%
17,894
-3,454
34
$1.79M 0.61%
17,102
-4,411
35
$1.74M 0.59%
8
36
$1.7M 0.58%
50,802
+20,461
37
$1.62M 0.55%
29,089
-5,646
38
$1.6M 0.54%
16,421
-98
39
$1.57M 0.53%
54,818
-221
40
$1.55M 0.53%
15,436
+6,644
41
$1.5M 0.51%
10,648
-272
42
$1.44M 0.49%
30,750
+1,160
43
$1.34M 0.46%
11,600
+3,221
44
$1.32M 0.45%
9,053
-560
45
$1.29M 0.44%
23,391
-173
46
$1.26M 0.43%
27,725
+1,493
47
$1.25M 0.42%
20,096
+830
48
$1.23M 0.42%
10,549
+22
49
$1.22M 0.41%
25,779
-7,127
50
$1.2M 0.41%
5,687
-828
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