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
$302M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.9M
3
+$1.71M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.46M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.37M

Top Sells

1
+$15M
2
+$6.25M
3
+$2.68M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$2.42M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.2M

Sector Composition

1 Communication Services 19.56%
2 Financials 7.9%
3 Technology 6.73%
4 Healthcare 5.28%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$801K 0.27%
9,508
+1,407
77
$788K 0.26%
19,264
+3,616
78
$772K 0.26%
33,816
-5,004
79
$757K 0.25%
25,500
+6,920
80
$748K 0.25%
10,139
+716
81
$732K 0.24%
11,920
+1,697
82
$725K 0.24%
24,496
+8,116
83
$697K 0.23%
78,650
+3,104
84
$670K 0.22%
11,724
-8,398
85
$670K 0.22%
+5,699
86
$667K 0.22%
15,310
-2
87
$659K 0.22%
4,049
+118
88
$643K 0.21%
23,282
89
$643K 0.21%
11,198
+731
90
$633K 0.21%
5,924
+2,423
91
$620K 0.21%
22,312
-2,882
92
$608K 0.2%
9,648
-108
93
$595K 0.2%
4,919
-435
94
$595K 0.2%
+7,434
95
$589K 0.19%
5,757
+172
96
$584K 0.19%
29,835
+11,237
97
$576K 0.19%
9,093
+1,130
98
$575K 0.19%
+10,548
99
$575K 0.19%
23,370
+385
100
$563K 0.19%
8,194
+911
2 3
4
5 6