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
$305M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$6.44M
3
+$4.78M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.98M
5
FCA icon
First Trust China AlphaDEX Fund
FCA
+$2.98M

Top Sells

1
+$1.48M
2
+$776K
3
+$676K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$658K
5
USB icon
US Bancorp
USB
+$506K

Sector Composition

1 Communication Services 13.85%
2 Financials 7.41%
3 Technology 7.39%
4 Healthcare 5.48%
5 Energy 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$548K 0.18%
5,940
+623
102
$547K 0.18%
+7,283
103
$545K 0.18%
5,111
+261
104
$522K 0.17%
5,391
-51
105
$518K 0.17%
69,781
-395
106
$515K 0.17%
5,524
+2,526
107
$505K 0.17%
5,290
+536
108
$493K 0.16%
15,312
+8,500
109
$490K 0.16%
6,404
+2,800
110
$481K 0.16%
11,966
-112
111
$476K 0.16%
14,000
112
$465K 0.15%
3,754
113
$458K 0.15%
11,940
-659
114
$456K 0.15%
30,375
+160
115
$447K 0.15%
24,832
-4,387
116
$434K 0.14%
5,416
-101
117
$426K 0.14%
4,229
+795
118
$424K 0.14%
14,145
+1,155
119
$422K 0.14%
+3,940
120
$421K 0.14%
8,732
-2,061
121
$417K 0.14%
11,863
+184
122
$412K 0.14%
3,784
-33
123
$411K 0.13%
+5,052
124
$402K 0.13%
16,408
+528
125
$395K 0.13%
3,687
-371
3 4
5
6 7