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
$302M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.9M
3
+$1.71M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.46M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.37M

Top Sells

1
+$15M
2
+$6.25M
3
+$2.68M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$2.42M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.2M

Sector Composition

1 Communication Services 19.56%
2 Financials 7.9%
3 Technology 6.73%
4 Healthcare 5.28%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$542K 0.18%
5,521
-551
102
$542K 0.18%
65,976
-8,988
103
$538K 0.18%
17,622
+1,180
104
$533K 0.18%
16,960
+110
105
$531K 0.18%
122,932
106
$528K 0.17%
71,365
+1,184
107
$522K 0.17%
8,191
+2,442
108
$494K 0.16%
8,274
+1,420
109
$491K 0.16%
+6,770
110
$488K 0.16%
3,712
-542
111
$485K 0.16%
4,344
-170
112
$482K 0.16%
4,637
-11
113
$459K 0.15%
7,050
+646
114
$458K 0.15%
5,757
+602
115
$449K 0.15%
4,482
+1,923
116
$438K 0.15%
4,874
-1,636
117
$436K 0.14%
+3,678
118
$424K 0.14%
7,532
-524
119
$389K 0.13%
+10,174
120
$384K 0.13%
6,246
+1,254
121
$382K 0.13%
5,552
+472
122
$380K 0.13%
5,010
+756
123
$376K 0.12%
13,030
-1,695
124
$375K 0.12%
4,346
-7,327
125
$375K 0.12%
14,752
+200
3 4
5
6 7