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
$266M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$1.53M
3
+$1.17M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$925K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$762K

Top Sells

1
+$9.7M
2
+$865K
3
+$548K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$533K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$482K

Sector Composition

1 Communication Services 15.17%
2 Financials 7.8%
3 Healthcare 5.61%
4 Technology 5.42%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$490K 0.18%
2,962
-489
102
$488K 0.18%
30,215
+1,693
103
$486K 0.18%
20,000
104
$479K 0.18%
+1,310
105
$465K 0.18%
3,754
-4
106
$461K 0.17%
9,940
-3,174
107
$450K 0.17%
7,624
-414
108
$449K 0.17%
3,251
-1,119
109
$427K 0.16%
12,078
+566
110
$425K 0.16%
3,817
+2
111
$425K 0.16%
+4,058
112
$416K 0.16%
5,517
+725
113
$415K 0.16%
3,654
+481
114
$413K 0.16%
15,880
+412
115
$408K 0.15%
26,988
+450
116
$398K 0.15%
6,801
+558
117
$395K 0.15%
12,990
+440
118
$391K 0.15%
3,240
+84
119
$390K 0.15%
14,758
-920
120
$389K 0.15%
46,182
+12,060
121
$378K 0.14%
5,449
-122
122
$372K 0.14%
5,971
+104
123
$367K 0.14%
7,519
+157
124
$367K 0.14%
11,679
+70
125
$356K 0.13%
2,225
+200
3 4
5
6 7