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
$216M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$676K
3
+$537K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$443K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$321K

Top Sells

1
+$1.56M
2
+$1.29M
3
+$585K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$475K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$417K

Sector Composition

1 Communication Services 15.12%
2 Financials 8.11%
3 Technology 5.35%
4 Industrials 5.21%
5 Energy 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$803K 0.37%
13,591
52
$758K 0.35%
6,715
-212
53
$750K 0.35%
14,000
54
$747K 0.35%
6,566
+184
55
$697K 0.32%
6,145
-115
56
$694K 0.32%
12,810
+296
57
$692K 0.32%
5,608
+840
58
$681K 0.32%
10,690
-790
59
$667K 0.31%
14,029
+889
60
$630K 0.29%
5,837
-3,807
61
$628K 0.29%
3,339
-72
62
$614K 0.28%
15,881
-200
63
$604K 0.28%
23,612
-8,002
64
$575K 0.27%
7,179
+884
65
$561K 0.26%
16,176
+96
66
$553K 0.26%
8,224
-2,233
67
$537K 0.25%
+30,450
68
$521K 0.24%
10,035
+1,217
69
$507K 0.23%
5,255
+338
70
$481K 0.22%
7,289
+131
71
$480K 0.22%
19,866
-492
72
$477K 0.22%
5,961
-641
73
$473K 0.22%
5,439
-822
74
$470K 0.22%
15,411
+736
75
$469K 0.22%
7,233
+652
1 2
3
4 5