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
$294M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.38M
3
+$2.32M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$936K

Top Sells

1
+$16.9M
2
+$1.82M
3
+$1.52M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.37M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$729K

Sector Composition

1 Communication Services 12.87%
2 Financials 8%
3 Technology 6.86%
4 Healthcare 5.88%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$621K 0.21%
8,196
+2
102
$616K 0.21%
15,387
-1,573
103
$603K 0.21%
7,231
-3,208
104
$598K 0.2%
8,064
-5,537
105
$587K 0.2%
18,016
+394
106
$578K 0.2%
10,792
+5,776
107
$573K 0.19%
7,082
-352
108
$570K 0.19%
9,090
-2,108
109
$561K 0.19%
8,271
+80
110
$515K 0.18%
3,697
-15
111
$511K 0.17%
61,002
-4,974
112
$504K 0.17%
3,320
-729
113
$502K 0.17%
5,757
114
$496K 0.17%
6,747
-23
115
$467K 0.16%
7,050
116
$465K 0.16%
4,166
-471
117
$456K 0.16%
7,981
-293
118
$449K 0.15%
4,046
-1,878
119
$441K 0.15%
4,750
-124
120
$432K 0.15%
7,442
-90
121
$429K 0.15%
8,830
+3,231
122
$425K 0.14%
5,591
+39
123
$420K 0.14%
3,686
-658
124
$406K 0.14%
13,605
+575
125
$401K 0.14%
5,816
+1,184
3 4
5
6 7