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
$229M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$704K
3
+$677K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$644K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$619K

Top Sells

1
+$1.29M
2
+$1.07M
3
+$555K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$542K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$443K

Sector Composition

1 Communication Services 16.23%
2 Financials 8.03%
3 Energy 5.62%
4 Industrials 5.16%
5 Technology 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$514K 0.22%
5,990
+29
77
$484K 0.21%
18,646
-4,966
78
$482K 0.21%
7,075
-158
79
$469K 0.2%
15,170
+83
80
$464K 0.2%
5,136
-303
81
$461K 0.2%
5,383
+1,198
82
$460K 0.2%
19,911
+45
83
$450K 0.2%
7,809
+1,108
84
$449K 0.2%
+3,817
85
$447K 0.2%
4,478
-132
86
$445K 0.19%
10,970
+2,537
87
$444K 0.19%
7,916
88
$440K 0.19%
3,727
-45
89
$434K 0.19%
7,220
+937
90
$434K 0.19%
15,402
-9
91
$431K 0.19%
16,678
92
$423K 0.18%
8,043
+83
93
$421K 0.18%
5,320
-209
94
$414K 0.18%
3,120
+376
95
$401K 0.17%
3,985
-411
96
$401K 0.17%
4,877
+1,417
97
$395K 0.17%
22,889
-422
98
$394K 0.17%
2,605
-1
99
$390K 0.17%
11,491
100
$384K 0.17%
4,408
2 3
4
5 6