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
$305M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$6.44M
3
+$4.78M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.98M
5
FCA icon
First Trust China AlphaDEX Fund
FCA
+$2.98M

Top Sells

1
+$1.48M
2
+$776K
3
+$676K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$658K
5
USB icon
US Bancorp
USB
+$506K

Sector Composition

1 Communication Services 13.85%
2 Financials 7.41%
3 Technology 7.39%
4 Healthcare 5.48%
5 Energy 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.37%
8,783
+3,145
52
$1.11M 0.36%
27,071
-5,673
53
$1.09M 0.36%
32,801
+565
54
$1.05M 0.35%
38,866
-16,666
55
$1.04M 0.34%
34,213
+2,564
56
$1.01M 0.33%
32,065
-50
57
$999K 0.33%
122,932
+15,124
58
$979K 0.32%
24,960
+5,395
59
$961K 0.32%
6,258
-86
60
$960K 0.31%
17,321
+2,956
61
$951K 0.31%
14,538
+5,104
62
$930K 0.31%
2,333
-111
63
$922K 0.3%
9,310
-2,527
64
$921K 0.3%
10,355
+816
65
$872K 0.29%
11,217
+1,444
66
$856K 0.28%
7,045
+362
67
$855K 0.28%
15,739
-1,296
68
$854K 0.28%
12,708
+5,907
69
$853K 0.28%
12,701
+1,441
70
$842K 0.28%
7,968
+1,610
71
$833K 0.27%
35,229
-5,685
72
$812K 0.27%
13,302
+73
73
$775K 0.25%
15,790
+5,850
74
$767K 0.25%
11,526
-1,165
75
$767K 0.25%
8,895
+3,013
1 2
3
4 5