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
$266M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$1.53M
3
+$1.17M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$925K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$762K

Top Sells

1
+$9.7M
2
+$865K
3
+$548K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$533K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$482K

Sector Composition

1 Communication Services 15.17%
2 Financials 7.8%
3 Healthcare 5.61%
4 Technology 5.42%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$654K 0.25%
9,434
+187
77
$644K 0.24%
7,604
+155
78
$638K 0.24%
14,787
-1,288
79
$630K 0.24%
19,096
+1,453
80
$625K 0.24%
15,700
+9,270
81
$620K 0.23%
+3,278
82
$606K 0.23%
2,187
83
$592K 0.22%
56,928
84
$579K 0.22%
5,520
+285
85
$572K 0.22%
14,000
86
$571K 0.21%
10,497
+367
87
$569K 0.21%
70,176
88
$566K 0.21%
19,911
89
$558K 0.21%
9,754
-286
90
$546K 0.21%
4,936
+1,403
91
$546K 0.21%
4,850
+100
92
$539K 0.2%
5,490
+458
93
$531K 0.2%
5,446
+449
94
$530K 0.2%
12,599
+252
95
$528K 0.2%
5,442
-881
96
$515K 0.19%
4,754
-100
97
$512K 0.19%
10,793
98
$499K 0.19%
29,219
-28,207
99
$492K 0.19%
5,317
+268
100
$491K 0.18%
5,882
-1,073
2 3
4
5 6