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
$793M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.27M
3
+$8.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.91M

Top Sells

1
+$11.1M
2
+$9.72M
3
+$9.09M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.97M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.69M

Sector Composition

1 Technology 8.89%
2 Financials 8.71%
3 Industrials 7.03%
4 Healthcare 6.34%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.28M 0.29%
11,900
+255
77
$2.25M 0.28%
81,639
+5,131
78
$2.23M 0.28%
47,688
+2,222
79
$2.2M 0.28%
45,488
-1,656
80
$2.18M 0.28%
12,564
+542
81
$2.12M 0.27%
11,172
+449
82
$2.08M 0.26%
11,580
+214
83
$2.03M 0.26%
20,326
-796
84
$1.96M 0.25%
12,251
+311
85
$1.95M 0.25%
38,788
-2,156
86
$1.92M 0.24%
41,352
+11,279
87
$1.9M 0.24%
47,490
+10,507
88
$1.83M 0.23%
13,602
+583
89
$1.81M 0.23%
23,615
+815
90
$1.79M 0.23%
17,963
+71
91
$1.7M 0.21%
6,972
-275
92
$1.7M 0.21%
149,610
+5,406
93
$1.69M 0.21%
25,371
-315
94
$1.63M 0.21%
10,273
+329
95
$1.59M 0.2%
54,782
-217
96
$1.59M 0.2%
13,011
+9,851
97
$1.57M 0.2%
34,869
+1,389
98
$1.53M 0.19%
28,476
+348
99
$1.5M 0.19%
16,948
+576
100
$1.47M 0.19%
25,668
+502
2 3
4
5 6