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
$229M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$704K
3
+$677K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$644K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$619K

Top Sells

1
+$1.29M
2
+$1.07M
3
+$555K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$542K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$443K

Sector Composition

1 Communication Services 16.23%
2 Financials 8.03%
3 Energy 5.62%
4 Industrials 5.16%
5 Technology 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$850K 0.37%
11,701
+491
52
$846K 0.37%
13,591
53
$820K 0.36%
14,000
54
$793K 0.35%
31,692
-5,670
55
$786K 0.34%
6,715
56
$782K 0.34%
6,271
-295
57
$761K 0.33%
6,358
+213
58
$732K 0.32%
9,115
+1,936
59
$728K 0.32%
13,182
+372
60
$704K 0.31%
+2,944
61
$694K 0.3%
17,726
+1,550
62
$682K 0.3%
9,978
+1,754
63
$677K 0.3%
5,719
+111
64
$677K 0.3%
+5,702
65
$674K 0.29%
13,777
-252
66
$672K 0.29%
15,854
-27
67
$664K 0.29%
10,681
-9
68
$658K 0.29%
3,339
69
$594K 0.26%
+13,462
70
$592K 0.26%
5,765
+1,600
71
$570K 0.25%
+2,187
72
$544K 0.24%
30,441
-9
73
$543K 0.24%
4,964
-873
74
$537K 0.23%
7,243
-46
75
$531K 0.23%
10,938
+903
1 2
3
4 5