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
$294M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.38M
3
+$2.32M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$936K

Top Sells

1
+$16.9M
2
+$1.82M
3
+$1.52M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.37M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$729K

Sector Composition

1 Communication Services 12.87%
2 Financials 8%
3 Technology 6.86%
4 Healthcare 5.88%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.4%
33,326
-2,674
52
$1.18M 0.4%
5,614
-181
53
$1.17M 0.4%
10,143
+523
54
$1.1M 0.38%
15,094
+23
55
$1.09M 0.37%
7,194
-14
56
$1.07M 0.36%
33,188
+11
57
$1.05M 0.36%
32,122
-3,610
58
$954K 0.32%
12,973
+104
59
$948K 0.32%
26,960
-51,620
60
$944K 0.32%
6,507
-538
61
$940K 0.32%
18,659
-3,208
62
$922K 0.31%
7,660
+354
63
$911K 0.31%
9,317
-6,620
64
$903K 0.31%
14,579
+45
65
$887K 0.3%
24,800
-700
66
$884K 0.3%
15,869
67
$855K 0.29%
10,263
+755
68
$849K 0.29%
7,986
-12,922
69
$845K 0.29%
6,617
-2,665
70
$845K 0.29%
10,690
+551
71
$842K 0.29%
16,144
-90
72
$840K 0.29%
8,259
+2,738
73
$839K 0.29%
34,449
+633
74
$821K 0.28%
141,820
+18,888
75
$800K 0.27%
19,541
+277
1 2
3
4 5