BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
This Quarter Return
-1.04%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$4.88B
AUM Growth
+$4.88B
(+18%)
Cap. Flow
+$771M
Cap. Flow
% of AUM
15.8%
Top 10 Holdings %
Top 10 Hldgs %
61.26%
Holding
623
New
36
Increased
312
Reduced
176
Closed
34
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$10.2M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$7.48M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$5.58M |
| 4 |
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
|
$4.89M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.42M |
Sector Composition
| 1 | Technology | 4.22% |
| 2 | Communication Services | 4.01% |
| 3 | Financials | 2.97% |
| 4 | Consumer Discretionary | 2.62% |
| 5 | Industrials | 2.55% |
