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
$1.31B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$27.1M
3
+$12.4M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$9.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.57M

Top Sells

1
+$5.36M
2
+$4.56M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.59M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.14M

Sector Composition

1 Communication Services 11.05%
2 Technology 10.11%
3 Industrials 7.83%
4 Financials 7.48%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.9M 0.91%
404,266
+7,042
27
$11.3M 0.87%
226,805
+77,988
28
$10.9M 0.83%
58,263
-2,125
29
$10.1M 0.77%
204,500
+9,910
30
$9.74M 0.75%
+180,614
31
$9.17M 0.7%
159,241
32
$9.09M 0.7%
222,346
-12,714
33
$8.72M 0.67%
58,590
-822
34
$8.59M 0.66%
22,417
+9,869
35
$8.39M 0.64%
21,240
+466
36
$8.36M 0.64%
324,532
-97,022
37
$7.59M 0.58%
34,594
+378
38
$7.36M 0.56%
170,229
-4,579
39
$7.12M 0.54%
65,413
-620
40
$7.11M 0.54%
82,233
-815
41
$6.97M 0.53%
72,402
+29,357
42
$6.88M 0.53%
49,518
+328
43
$6.84M 0.52%
30,036
-646
44
$6.7M 0.51%
61,952
+24,635
45
$6.59M 0.5%
23,725
-12,932
46
$6.5M 0.5%
65,463
-1,932
47
$6.46M 0.49%
98,708
-2,249
48
$5.72M 0.44%
44,443
+19,891
49
$5.67M 0.43%
34,037
+3,132
50
$5.63M 0.43%
53,519
+1,158
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