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
$305M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$6.44M
3
+$4.78M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.98M
5
FCA icon
First Trust China AlphaDEX Fund
FCA
+$2.98M

Top Sells

1
+$1.48M
2
+$776K
3
+$676K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$658K
5
USB icon
US Bancorp
USB
+$506K

Sector Composition

1 Communication Services 13.85%
2 Financials 7.41%
3 Technology 7.39%
4 Healthcare 5.48%
5 Energy 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$760K 0.25%
6,660
+1,140
77
$758K 0.25%
7,232
+810
78
$757K 0.25%
2,189
+879
79
$738K 0.24%
19,600
80
$727K 0.24%
10,732
+4,940
81
$725K 0.24%
10,384
-1,425
82
$724K 0.24%
75,546
83
$713K 0.23%
8,499
+4,794
84
$712K 0.23%
3,438
+50
85
$710K 0.23%
17,625
+2,838
86
$690K 0.23%
11,363
-605
87
$683K 0.22%
11,584
+3,960
88
$677K 0.22%
19,911
89
$663K 0.22%
22,195
-538
90
$655K 0.21%
20,593
+1,497
91
$643K 0.21%
19,134
+8,632
92
$634K 0.21%
5,702
+2,048
93
$629K 0.21%
7,449
-155
94
$616K 0.2%
2,256
+69
95
$613K 0.2%
22,866
-24,542
96
$604K 0.2%
4,261
+1,899
97
$579K 0.19%
6,094
+648
98
$567K 0.19%
3,326
+364
99
$560K 0.18%
4,783
-707
100
$551K 0.18%
10,689
+935
2 3
4
5 6