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
$922M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$4.1M
3
+$3.95M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.47M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$992K

Top Sells

1
+$3.53M
2
+$3.05M
3
+$2.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.97M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.61M

Sector Composition

1 Communication Services 13.54%
2 Technology 9.2%
3 Financials 8.25%
4 Industrials 7.93%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.43M 0.81%
20,844
27
$7.11M 0.77%
140,898
-2,061
28
$6.6M 0.72%
51,489
-5,590
29
$6.56M 0.71%
52,767
+2,079
30
$6.54M 0.71%
17,203
+664
31
$6.26M 0.68%
48,352
-2,393
32
$6.09M 0.66%
51,377
+560
33
$6.08M 0.66%
28,323
+499
34
$5.82M 0.63%
42,444
-396
35
$5.8M 0.63%
118,426
+7,320
36
$5.71M 0.62%
68,184
-2,448
37
$5.55M 0.6%
194,309
-8,591
38
$5.49M 0.59%
62,325
+44,866
39
$5.47M 0.59%
106,098
+6,368
40
$5.34M 0.58%
45,379
+1,022
41
$5.34M 0.58%
108,003
-2,397
42
$5.26M 0.57%
31,414
+858
43
$4.87M 0.53%
40,833
-1,171
44
$4.86M 0.53%
57,296
-2,413
45
$4.81M 0.52%
79,747
+4,126
46
$4.8M 0.52%
63,343
-936
47
$4.69M 0.51%
45,965
-3,776
48
$4.49M 0.49%
55,915
+11,924
49
$4.43M 0.48%
112,062
+14,994
50
$4.22M 0.46%
104,931
+754
1
2
3 4 5