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
$9.47B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1 +$92M
2 +$69.4M
3 +$41.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$41.8M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$39.2M

Top Sells

1 +$9.01M
2 +$7.69M
3 +$6.23M
4
AAPL icon
Apple
AAPL
+$5.75M
5
COST icon
Costco
COST
+$4.57M

Sector Composition

1 Technology 3.5%
2 Communication Services 1.85%
3 Financials 1.81%
4 Industrials 1.75%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ICLN icon
676
iShares Global Clean Energy ETF
ICLN
$1.95B
$225K ﹤0.01%
16,059
-2,559
STLA icon
677
Stellantis
STLA
$30.8B
$224K ﹤0.01%
+7,925
COF icon
678
Capital One
COF
$139B
$224K ﹤0.01%
+1,505
MRO
679
DELISTED
Marathon Oil Corporation
MRO
$223K ﹤0.01%
+7,872
GDX icon
680
VanEck Gold Miners ETF
GDX
$24.8B
$222K ﹤0.01%
+7,021
IEF icon
681
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
$221K ﹤0.01%
2,332
-515
FCNCA icon
682
First Citizens BancShares
FCNCA
$23.4B
$221K ﹤0.01%
+135
ABG icon
683
Asbury Automotive
ABG
$4.52B
$218K ﹤0.01%
+926
BUD icon
684
AB InBev
BUD
$120B
$218K ﹤0.01%
3,590
-299
VOOG icon
685
Vanguard S&P 500 Growth ETF
VOOG
$21.5B
$218K ﹤0.01%
+715
WPC icon
686
W.P. Carey
WPC
$14.8B
$217K ﹤0.01%
3,848
-6
DDOG icon
687
Datadog
DDOG
$56.1B
$216K ﹤0.01%
+1,750
FANG icon
688
Diamondback Energy
FANG
$43.7B
$214K ﹤0.01%
+1,077
ORA icon
689
Ormat Technologies
ORA
$6.86B
$213K ﹤0.01%
+3,211
NNI icon
690
Nelnet
NNI
$4.64B
$212K ﹤0.01%
+2,239
GNRC icon
691
Generac Holdings
GNRC
$8.9B
$212K ﹤0.01%
1,679
-70
RELX icon
692
RELX
RELX
$73.1B
$211K ﹤0.01%
+4,863
VLTO icon
693
Veralto
VLTO
$25.1B
$210K ﹤0.01%
2,367
-99
WAB icon
694
Wabtec
WAB
$35.7B
$210K ﹤0.01%
+1,440
UAL icon
695
United Airlines
UAL
$33B
$209K ﹤0.01%
+4,370
BSX icon
696
Boston Scientific
BSX
$151B
$208K ﹤0.01%
+3,038
EIX icon
697
Edison International
EIX
$22.7B
$207K ﹤0.01%
2,928
-189
LNG icon
698
Cheniere Energy
LNG
$44.9B
$206K ﹤0.01%
1,276
+45
XNTK icon
699
State Street SPDR NYSE Technology ETF
XNTK
$1.46B
$205K ﹤0.01%
+1,126
EQIX icon
700
Equinix
EQIX
$74B
$205K ﹤0.01%
248
-3