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
$922M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$4.1M
3
+$3.95M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.47M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$992K

Top Sells

1
+$3.53M
2
+$3.05M
3
+$2.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.97M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.61M

Sector Composition

1 Communication Services 13.54%
2 Technology 9.2%
3 Financials 8.25%
4 Industrials 7.93%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.21M 0.46%
52,157
+2,112
52
$4.18M 0.45%
45,742
-9,866
53
$4.17M 0.45%
19,212
-1,856
54
$4.11M 0.45%
24,729
+2,395
55
$3.96M 0.43%
22,997
+2,436
56
$3.95M 0.43%
50,750
-5,015
57
$3.89M 0.42%
70,274
+2,269
58
$3.75M 0.41%
110,076
-1,057
59
$3.52M 0.38%
52,708
-732
60
$3.47M 0.38%
89,825
-5,130
61
$3.36M 0.36%
120,915
-4,534
62
$3.25M 0.35%
21,494
+262
63
$3.19M 0.35%
42,502
-21,486
64
$3.12M 0.34%
23,956
+967
65
$3.11M 0.34%
22,782
-567
66
$3.08M 0.33%
13,297
+668
67
$3.04M 0.33%
52,272
+788
68
$3.03M 0.33%
21,766
+4,170
69
$3M 0.33%
19,530
+2,565
70
$2.95M 0.32%
24,696
+1,350
71
$2.94M 0.32%
65,300
-4,232
72
$2.9M 0.31%
44,413
-4,446
73
$2.86M 0.31%
23,920
-218
74
$2.73M 0.3%
50,092
-1,109
75
$2.71M 0.29%
229,182
+72,882
1 2
3
4 5