BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Return
15.74%
This Quarter Return
+5.04%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$2.03B
AUM Growth
+$122M
(+6.4%)
Cap. Flow
+$33.6M
Cap. Flow
% of AUM
1.66%
Top 10 Holdings %
Top 10 Hldgs %
35.08%
Holding
579
New
48
Increased
187
Reduced
253
Closed
37
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$22.1M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$14.9M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$12.8M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.88M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$7.73M |
Sector Composition
| 1 | Technology | 9.06% |
| 2 | Communication Services | 8.54% |
| 3 | Industrials | 6.59% |
| 4 | Consumer Discretionary | 5.7% |
| 5 | Financials | 5.56% |
