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
$1.31B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$27.1M
3
+$12.4M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$9.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.57M

Top Sells

1
+$5.36M
2
+$4.56M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.59M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.14M

Sector Composition

1 Communication Services 11.05%
2 Technology 10.11%
3 Industrials 7.83%
4 Financials 7.48%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.6M 0.28%
28,974
+2,615
77
$3.56M 0.27%
22,761
+925
78
$3.38M 0.26%
+62,100
79
$3.21M 0.25%
16,042
-988
80
$3.13M 0.24%
43,516
+593
81
$3.12M 0.24%
10,141
+658
82
$3.06M 0.23%
+62,500
83
$2.9M 0.22%
17,561
-80
84
$2.89M 0.22%
25,860
+7,025
85
$2.88M 0.22%
16,245
+1,775
86
$2.84M 0.22%
11,179
+218
87
$2.83M 0.22%
+142,335
88
$2.82M 0.22%
24,216
-2,432
89
$2.8M 0.21%
18,217
-75
90
$2.79M 0.21%
48,388
-13,936
91
$2.67M 0.2%
17,844
-1,255
92
$2.67M 0.2%
37,981
-1,141
93
$2.63M 0.2%
198,468
-65,226
94
$2.61M 0.2%
39,806
-3,072
95
$2.55M 0.2%
14,490
+2,044
96
$2.5M 0.19%
+127,568
97
$2.46M 0.19%
12,543
-258
98
$2.35M 0.18%
84,222
+15,392
99
$2.35M 0.18%
+16,432
100
$2.27M 0.17%
19,301
+144
2 3
4
5 6