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
$1.31B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$27.1M
3
+$12.4M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$9.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.57M

Top Sells

1
+$5.36M
2
+$4.56M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.59M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.14M

Sector Composition

1 Communication Services 11.05%
2 Technology 10.11%
3 Industrials 7.83%
4 Financials 7.48%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.28M 0.4%
60,247
-927
52
$5.01M 0.38%
36,121
-874
53
$4.99M 0.38%
99,840
+6,170
54
$4.97M 0.38%
49,545
+36,398
55
$4.83M 0.37%
40,858
-2,775
56
$4.82M 0.37%
42,839
-441
57
$4.76M 0.36%
17,129
+379
58
$4.74M 0.36%
79,594
+6,857
59
$4.61M 0.35%
98,835
-1,857
60
$4.56M 0.35%
115,652
+39,013
61
$4.55M 0.35%
152,181
+33
62
$4.54M 0.35%
31,770
+7,485
63
$4.52M 0.35%
14,492
+990
64
$4.42M 0.34%
205,392
+33,232
65
$4.39M 0.34%
37,840
+11,277
66
$4.29M 0.33%
85,062
-62,240
67
$4.22M 0.32%
53,305
+2,159
68
$4.13M 0.32%
120,262
-3,102
69
$4.09M 0.31%
50,560
-66,259
70
$4.05M 0.31%
+197,018
71
$4M 0.31%
111,557
+52,234
72
$3.99M 0.31%
84,482
+72,992
73
$3.81M 0.29%
54,964
+9,988
74
$3.81M 0.29%
89,043
-24,635
75
$3.81M 0.29%
109,455
+2,095
1 2
3
4 5