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
$302M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.9M
3
+$1.71M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.46M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.37M

Top Sells

1
+$15M
2
+$6.25M
3
+$2.68M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$2.42M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.2M

Sector Composition

1 Communication Services 19.56%
2 Financials 7.9%
3 Technology 6.73%
4 Healthcare 5.28%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.39%
5,795
-3,873
52
$1.19M 0.39%
23,564
+5,546
53
$1.17M 0.39%
27,872
+9,131
54
$1.16M 0.38%
35,732
+1,011
55
$1.14M 0.38%
19,266
+9,682
56
$1.11M 0.37%
3,251
+1,087
57
$1.08M 0.36%
7,208
+206
58
$1.07M 0.35%
+21,867
59
$1.06M 0.35%
15,071
+165
60
$1.06M 0.35%
9,620
-609
61
$1.04M 0.34%
13,601
+6,089
62
$1.02M 0.34%
7,045
-299
63
$984K 0.33%
33,177
+245
64
$959K 0.32%
10,439
+3,690
65
$934K 0.31%
8,379
+2,836
66
$918K 0.3%
7,306
-629
67
$883K 0.29%
16,234
+981
68
$877K 0.29%
8,792
-104
69
$877K 0.29%
15,869
+2,030
70
$874K 0.29%
8,289
+2,696
71
$862K 0.29%
8,305
+466
72
$853K 0.28%
30,341
+6,767
73
$830K 0.27%
14,534
-119
74
$824K 0.27%
60,945
+2,127
75
$822K 0.27%
12,869
+869
1 2
3
4 5