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
$216M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$676K
3
+$537K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$443K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$321K

Top Sells

1
+$1.56M
2
+$1.29M
3
+$585K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$475K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$417K

Sector Composition

1 Communication Services 15.12%
2 Financials 8.11%
3 Technology 5.35%
4 Industrials 5.21%
5 Energy 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$443K 0.21%
+26,744
77
$436K 0.2%
7,916
+1,060
78
$436K 0.2%
5,529
+49
79
$433K 0.2%
4,610
+886
80
$431K 0.2%
4,396
-680
81
$412K 0.19%
16,678
+285
82
$409K 0.19%
4,730
-1,491
83
$407K 0.19%
6,701
+84
84
$406K 0.19%
4,165
85
$396K 0.18%
7,960
-3,444
86
$389K 0.18%
15,087
+500
87
$379K 0.18%
11,491
88
$368K 0.17%
3,772
+1,158
89
$364K 0.17%
23,311
-10,146
90
$361K 0.17%
4,329
-100
91
$359K 0.17%
2,744
+109
92
$358K 0.17%
7,594
-65
93
$346K 0.16%
6,283
94
$345K 0.16%
2,606
-521
95
$345K 0.16%
8,433
-515
96
$344K 0.16%
4,408
-60
97
$338K 0.16%
6,467
+305
98
$335K 0.16%
3,500
99
$331K 0.15%
1,934
100
$322K 0.15%
2,159
-109
2 3
4
5 6