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
$922M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$4.1M
3
+$3.95M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.47M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$992K

Top Sells

1
+$3.53M
2
+$3.05M
3
+$2.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.97M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.61M

Sector Composition

1 Communication Services 13.54%
2 Technology 9.2%
3 Financials 8.25%
4 Industrials 7.93%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.71M 0.29%
101,350
+15,020
77
$2.7M 0.29%
92,683
+6,478
78
$2.61M 0.28%
57,871
+12,080
79
$2.37M 0.26%
12,266
+86
80
$2.29M 0.25%
13,532
+135
81
$2.28M 0.25%
13,097
-938
82
$2.27M 0.25%
86,199
-6,913
83
$2.22M 0.24%
14,999
+1,802
84
$2.21M 0.24%
53,731
+1,491
85
$2.19M 0.24%
40,997
+14
86
$2.14M 0.23%
15,599
+1,082
87
$2.13M 0.23%
18,922
-1,422
88
$2.12M 0.23%
26,716
-1,760
89
$2.1M 0.23%
19,684
-152
90
$2.04M 0.22%
12,655
+709
91
$2M 0.22%
24,689
+49
92
$1.87M 0.2%
15,593
+1,382
93
$1.86M 0.2%
9,867
-1,277
94
$1.82M 0.2%
411,029
-2,000
95
$1.76M 0.19%
31,981
+3,812
96
$1.62M 0.18%
15,809
-3,191
97
$1.58M 0.17%
6,397
-57
98
$1.58M 0.17%
7,128
+5
99
$1.56M 0.17%
21,279
-2,874
100
$1.56M 0.17%
46,258
+2,870
2 3
4
5 6