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
$793M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.27M
3
+$8.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.91M

Top Sells

1
+$11.1M
2
+$9.72M
3
+$9.09M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.97M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.69M

Sector Composition

1 Technology 8.89%
2 Financials 8.71%
3 Industrials 7.03%
4 Healthcare 6.34%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.76M 0.85%
139,972
+33,239
27
$6.38M 0.8%
45,650
+502
28
$6.08M 0.77%
78,758
+27,657
29
$5.94M 0.75%
15,569
-166
30
$5.73M 0.72%
77,642
-123,194
31
$5.59M 0.7%
94,940
-380
32
$5.49M 0.69%
68,662
+3,332
33
$5.26M 0.66%
76,883
+50,776
34
$5.22M 0.66%
42,394
+13,094
35
$5.15M 0.65%
49,495
-93,358
36
$4.98M 0.63%
115,636
+100,712
37
$4.79M 0.6%
59,407
-821
38
$4.76M 0.6%
56,575
+2,213
39
$4.71M 0.59%
87,771
+10,950
40
$4.69M 0.59%
45,078
+2,118
41
$4.66M 0.59%
38,051
-735
42
$4.6M 0.58%
94,939
+6,550
43
$4.46M 0.56%
18,059
+1,441
44
$4.44M 0.56%
117,305
+31,940
45
$4.31M 0.54%
42,545
+208
46
$4.25M 0.54%
22,352
+329
47
$4.01M 0.51%
32,595
-12,858
48
$4M 0.5%
168,881
+13,303
49
$3.97M 0.5%
73,502
+3,109
50
$3.96M 0.5%
49,708
+8,283
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