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
$294M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.38M
3
+$2.32M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$936K

Top Sells

1
+$16.9M
2
+$1.82M
3
+$1.52M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.37M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$729K

Sector Composition

1 Communication Services 12.87%
2 Financials 8%
3 Technology 6.86%
4 Healthcare 5.88%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$796K 0.27%
8,309
+4
77
$787K 0.27%
59,274
-1,671
78
$762K 0.26%
19,380
-8,492
79
$741K 0.25%
6,877
-1,412
80
$736K 0.25%
21,280
-43,880
81
$724K 0.25%
78,650
82
$717K 0.24%
15,310
83
$714K 0.24%
12,815
+2,267
84
$701K 0.24%
2,047
-1,204
85
$701K 0.24%
23,946
+576
86
$683K 0.23%
+50,000
87
$670K 0.23%
5,299
-400
88
$659K 0.22%
5,802
+45
89
$658K 0.22%
29,835
90
$656K 0.22%
10,795
-1,125
91
$656K 0.22%
10,116
+1,023
92
$652K 0.22%
23,282
93
$650K 0.22%
71,180
-185
94
$645K 0.22%
+5,203
95
$644K 0.22%
7,315
+2,969
96
$633K 0.22%
5,103
+184
97
$629K 0.21%
22,262
-50
98
$627K 0.21%
11,235
-489
99
$623K 0.21%
9,648
100
$622K 0.21%
19,068
-5,428
2 3
4
5 6