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
$298M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1M
3
+$997K
4
META icon
Meta Platforms (Facebook)
META
+$963K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$873K

Top Sells

1
+$2.69M
2
+$2.54M
3
+$1.15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$995K
5
AMN icon
AMN Healthcare
AMN
+$831K

Sector Composition

1 Communication Services 17.52%
2 Financials 7.1%
3 Technology 6.67%
4 Healthcare 5.13%
5 Industrials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$694K 0.23%
3,388
+56
77
$690K 0.23%
8,101
+285
78
$685K 0.23%
75,546
79
$683K 0.23%
6,749
+624
80
$669K 0.22%
25,194
-2,824
81
$657K 0.22%
9,423
+61
82
$649K 0.22%
122,932
83
$644K 0.22%
5,354
84
$637K 0.21%
7,283
-1,186
85
$633K 0.21%
9,584
-1,395
86
$628K 0.21%
18,580
+3,620
87
$624K 0.21%
23,282
-250
88
$613K 0.21%
74,964
-2,754
89
$613K 0.21%
5,543
-1,162
90
$601K 0.2%
15,312
91
$590K 0.2%
9,756
-482
92
$588K 0.2%
22,985
+2,653
93
$586K 0.2%
3,931
+609
94
$584K 0.2%
4,254
+68
95
$583K 0.2%
7,512
-5,655
96
$576K 0.19%
6,510
+640
97
$574K 0.19%
10,467
-750
98
$572K 0.19%
15,648
+737
99
$559K 0.19%
17,002
+4,918
100
$541K 0.18%
5,585
+61
2 3
4
5 6