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
$284M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.45M
3
+$1.31M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$675K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$577K

Top Sells

1
+$2.08M
2
+$1.19M
3
+$1.06M
4
CRBQ
Alps Etf Tr Global Commodity Equity ETF (DE)
CRBQ
+$738K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$499K

Sector Composition

1 Communication Services 14.93%
2 Financials 7.58%
3 Technology 7.41%
4 Healthcare 5.29%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$675K 0.24%
11,404
-122
77
$669K 0.24%
10,979
+247
78
$659K 0.23%
22,122
+1,529
79
$658K 0.23%
16,360
+570
80
$650K 0.23%
7,816
+367
81
$646K 0.23%
9,362
+467
82
$644K 0.23%
2,164
-25
83
$642K 0.23%
3,332
-106
84
$641K 0.23%
23,532
+666
85
$629K 0.22%
122,932
86
$610K 0.22%
5,354
+1,600
87
$610K 0.22%
6,190
+96
88
$601K 0.21%
6,125
+1,342
89
$601K 0.21%
77,718
+30,834
90
$578K 0.2%
4,186
-75
91
$573K 0.2%
10,238
-146
92
$555K 0.2%
11,217
+528
93
$539K 0.19%
14,911
-2,714
94
$537K 0.19%
2,159
-97
95
$532K 0.19%
5,391
96
$511K 0.18%
15,312
97
$506K 0.18%
20,332
-1,863
98
$493K 0.17%
5,870
-70
99
$490K 0.17%
19,049
-85
100
$486K 0.17%
5,524
2 3
4
5 6