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
$229M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$704K
3
+$677K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$644K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$619K

Top Sells

1
+$1.29M
2
+$1.07M
3
+$555K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$542K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$443K

Sector Composition

1 Communication Services 16.23%
2 Financials 8.03%
3 Energy 5.62%
4 Industrials 5.16%
5 Technology 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$373K 0.16%
5,922
+70
102
$365K 0.16%
1,863
+461
103
$362K 0.16%
+23,638
104
$351K 0.15%
6,467
105
$346K 0.15%
1,750
106
$346K 0.15%
+4,870
107
$333K 0.15%
2,159
108
$332K 0.14%
6,948
-646
109
$331K 0.14%
7,569
-83
110
$328K 0.14%
11,460
+2,060
111
$328K 0.14%
12,788
+1,712
112
$327K 0.14%
12,476
+490
113
$316K 0.14%
7,727
+72
114
$315K 0.14%
+19,124
115
$297K 0.13%
32,253
116
$290K 0.13%
5,474
-90
117
$280K 0.12%
3,620
-42
118
$278K 0.12%
12,644
+1,519
119
$277K 0.12%
+2,532
120
$273K 0.12%
227
+6
121
$273K 0.12%
+5,140
122
$273K 0.12%
3,243
+18
123
$272K 0.12%
3,286
-885
124
$272K 0.12%
3,358
+2
125
$270K 0.12%
6,256
-168
3 4
5
6 7