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
$298M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1M
3
+$997K
4
META icon
Meta Platforms (Facebook)
META
+$963K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$873K

Top Sells

1
+$2.69M
2
+$2.54M
3
+$1.15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$995K
5
AMN icon
AMN Healthcare
AMN
+$831K

Sector Composition

1 Communication Services 17.52%
2 Financials 7.1%
3 Technology 6.67%
4 Healthcare 5.13%
5 Industrials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.38%
7,002
-181
52
$1.1M 0.37%
25,504
+36
53
$997K 0.33%
+25,640
54
$993K 0.33%
14,906
-282
55
$990K 0.33%
58,818
-15,541
56
$970K 0.33%
11,673
-27
57
$966K 0.32%
7,344
+107
58
$937K 0.31%
7,935
+1,745
59
$908K 0.3%
18,018
+888
60
$885K 0.3%
8,896
-631
61
$873K 0.29%
26,684
-77,773
62
$868K 0.29%
14,653
+1,619
63
$842K 0.28%
18,741
+2,381
64
$826K 0.28%
12,000
+596
65
$825K 0.28%
6,238
-73
66
$793K 0.27%
38,820
-1,038
67
$784K 0.26%
13,839
+210
68
$766K 0.26%
7,839
+511
69
$754K 0.25%
7,116
-1,914
70
$737K 0.25%
2,164
71
$733K 0.25%
+19,320
72
$730K 0.24%
15,253
-1,789
73
$728K 0.24%
2,222
74
$722K 0.24%
23,574
+1,452
75
$711K 0.24%
10,223
-901
1 2
3
4 5