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
$216M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$676K
3
+$537K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$443K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$321K

Top Sells

1
+$1.56M
2
+$1.29M
3
+$585K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$475K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$417K

Sector Composition

1 Communication Services 15.12%
2 Financials 8.11%
3 Technology 5.35%
4 Industrials 5.21%
5 Energy 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$321K 0.15%
1,750
102
$315K 0.15%
7,652
+521
103
$300K 0.14%
11,986
+124
104
$296K 0.14%
4,171
-84
105
$295K 0.14%
7,655
+24
106
$294K 0.14%
4,185
+629
107
$294K 0.14%
58,520
108
$292K 0.14%
32,253
+6,600
109
$281K 0.13%
5,564
+52
110
$279K 0.13%
+20,856
111
$267K 0.12%
2,392
+91
112
$266K 0.12%
3,356
-238
113
$265K 0.12%
11,076
+1,040
114
$263K 0.12%
221
-306
115
$262K 0.12%
1,402
+89
116
$260K 0.12%
3,662
+260
117
$258K 0.12%
9,400
+625
118
$256K 0.12%
2,058
-107
119
$256K 0.12%
3,460
-116
120
$253K 0.12%
15,060
+1,000
121
$253K 0.12%
6,424
-569
122
$250K 0.12%
6,061
-209
123
$249K 0.12%
2,959
124
$246K 0.11%
8,235
+243
125
$236K 0.11%
3,604
3 4
5
6 7