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
$298M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1M
3
+$997K
4
META icon
Meta Platforms (Facebook)
META
+$963K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$873K

Top Sells

1
+$2.69M
2
+$2.54M
3
+$1.15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$995K
5
AMN icon
AMN Healthcare
AMN
+$831K

Sector Composition

1 Communication Services 17.52%
2 Financials 7.1%
3 Technology 6.67%
4 Healthcare 5.13%
5 Industrials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$538K 0.18%
5,593
+202
102
$534K 0.18%
6,072
+52
103
$530K 0.18%
7,963
+312
104
$508K 0.17%
16,850
+2,850
105
$500K 0.17%
4,514
+1,207
106
$489K 0.16%
70,181
107
$464K 0.16%
16,442
+4,350
108
$462K 0.15%
6,404
109
$449K 0.15%
4,648
110
$444K 0.15%
8,056
111
$425K 0.14%
16,380
-1,500
112
$411K 0.14%
6,854
-282
113
$410K 0.14%
14,725
+580
114
$403K 0.14%
5,155
-248
115
$395K 0.13%
6,555
+931
116
$383K 0.13%
14,552
-4,497
117
$369K 0.12%
18,598
118
$359K 0.12%
5,749
+231
119
$355K 0.12%
3,602
-1,175
120
$351K 0.12%
10,689
+173
121
$346K 0.12%
3,170
+50
122
$346K 0.12%
3,501
+67
123
$345K 0.12%
11,579
-457
124
$345K 0.12%
5,080
+1,093
125
$337K 0.11%
24,484
+778
3 4
5
6 7