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
$284M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.45M
3
+$1.31M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$675K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$577K

Top Sells

1
+$2.08M
2
+$1.19M
3
+$1.06M
4
CRBQ
Alps Etf Tr Global Commodity Equity ETF (DE)
CRBQ
+$738K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$499K

Sector Composition

1 Communication Services 14.93%
2 Financials 7.58%
3 Technology 7.41%
4 Healthcare 5.29%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.37%
8,969
+186
52
$1.02M 0.36%
25,468
+508
53
$1.01M 0.36%
33,607
-606
54
$1M 0.35%
7,237
-439
55
$1M 0.35%
33,316
+1,251
56
$994K 0.35%
7,183
+925
57
$993K 0.35%
11,700
+3,201
58
$964K 0.34%
15,188
+650
59
$957K 0.34%
9,030
+1,062
60
$917K 0.32%
13,167
+466
61
$886K 0.31%
9,527
+217
62
$861K 0.3%
39,858
+4,629
63
$825K 0.29%
11,124
-93
64
$807K 0.28%
17,130
+1,391
65
$753K 0.27%
17,042
-279
66
$752K 0.27%
28,018
-10,848
67
$732K 0.26%
13,629
+327
68
$729K 0.26%
6,311
+609
69
$724K 0.26%
6,705
-340
70
$717K 0.25%
2,222
-111
71
$709K 0.25%
13,034
+326
72
$707K 0.25%
7,328
+96
73
$705K 0.25%
6,902
+242
74
$687K 0.24%
75,546
75
$686K 0.24%
8,469
-1,886
1 2
3
4 5