BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Return
15.74%
This Quarter Return
-17.79%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$1.04B
AUM Growth
-$5.53M
(-0.53%)
Cap. Flow
+$191M
Cap. Flow
% of AUM
18.42%
Top 10 Holdings %
Top 10 Hldgs %
32.26%
Holding
530
New
66
Increased
219
Reduced
136
Closed
73
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$31.7M |
| 2 |
Cass Information Systems
CASS
|
+$30.6M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$10.9M |
| 4 |
Intel
INTC
|
+$10.4M |
| 5 |
City Holding Co
CHCO
|
+$10.4M |
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$11M |
| 2 |
Meta Platforms (Facebook)
META
|
+$4.34M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.89M |
| 4 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$1.53M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$1.21M |
Sector Composition
| 1 | Communication Services | 10.91% |
| 2 | Technology | 10.82% |
| 3 | Industrials | 8.56% |
| 4 | Financials | 7.29% |
| 5 | Consumer Discretionary | 5.86% |
