BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
+$43.4M
2
+$27.1M
3
+$11.7M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$9.76M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$8.91M

Top Sells

1
+$5.43M
2
+$4.58M
3
+$4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.51M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.16M

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
476
$12K ﹤0.01%
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