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
$793M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.27M
3
+$8.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.91M

Top Sells

1
+$11.1M
2
+$9.72M
3
+$9.09M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.97M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.69M

Sector Composition

1 Technology 8.89%
2 Financials 8.71%
3 Industrials 7.03%
4 Healthcare 6.34%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.92M 0.49%
13
52
$3.87M 0.49%
96,102
+2,806
53
$3.86M 0.49%
23,986
+13,302
54
$3.62M 0.46%
61,660
+940
55
$3.35M 0.42%
51,729
+16,197
56
$3.3M 0.42%
21,099
+3,684
57
$3.26M 0.41%
20,824
+8,668
58
$3.19M 0.4%
53,900
+3,023
59
$3.17M 0.4%
20,734
+849
60
$3.12M 0.39%
24,056
+3,905
61
$3.11M 0.39%
125,767
62
$3.03M 0.38%
74,108
+34,063
63
$3.03M 0.38%
10,088
+778
64
$2.97M 0.37%
61,620
-2,095
65
$2.91M 0.37%
36,616
+2,662
66
$2.88M 0.36%
44,377
+40,479
67
$2.68M 0.34%
22,382
+597
68
$2.53M 0.32%
23,867
+2,447
69
$2.46M 0.31%
16,066
+4,520
70
$2.43M 0.31%
49,987
-16,679
71
$2.42M 0.3%
74,286
-3,168
72
$2.41M 0.3%
14,465
+1,765
73
$2.4M 0.3%
94,872
+4,456
74
$2.36M 0.3%
21,490
-8,045
75
$2.33M 0.29%
20,967
+2,540
1 2
3
4 5