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
$284M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.45M
3
+$1.31M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$675K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$577K

Top Sells

1
+$2.08M
2
+$1.19M
3
+$1.06M
4
CRBQ
Alps Etf Tr Global Commodity Equity ETF (DE)
CRBQ
+$738K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$499K

Sector Composition

1 Communication Services 14.93%
2 Financials 7.58%
3 Technology 7.41%
4 Healthcare 5.29%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$478K 0.17%
3,322
-4
102
$478K 0.17%
6,020
+604
103
$478K 0.17%
5,403
+113
104
$459K 0.16%
70,181
+400
105
$453K 0.16%
33,413
+3,038
106
$436K 0.15%
17,880
+1,472
107
$436K 0.15%
6,404
108
$429K 0.15%
8,056
-3,528
109
$413K 0.15%
4,648
+419
110
$410K 0.14%
14,000
111
$408K 0.14%
4,777
-334
112
$406K 0.14%
7,136
+17
113
$402K 0.14%
14,532
+2,592
114
$386K 0.14%
14,145
115
$383K 0.14%
14,960
-1,360
116
$379K 0.13%
3,456
-328
117
$369K 0.13%
7,651
-3,712
118
$368K 0.13%
+9,428
119
$362K 0.13%
23,888
-944
120
$362K 0.13%
3,307
+175
121
$344K 0.12%
12,092
+1,160
122
$344K 0.12%
5,624
-1,659
123
$340K 0.12%
+18,598
124
$337K 0.12%
8,578
+3,600
125
$336K 0.12%
3,120
+11
3 4
5
6 7