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
$793M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.27M
3
+$8.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.91M

Top Sells

1
+$11.1M
2
+$9.72M
3
+$9.09M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.97M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.69M

Sector Composition

1 Technology 8.89%
2 Financials 8.71%
3 Industrials 7.03%
4 Healthcare 6.34%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.19%
26,867
+1,045
102
$1.46M 0.18%
21,295
-1,185
103
$1.46M 0.18%
16,453
+4,817
104
$1.45M 0.18%
15,661
+12,167
105
$1.43M 0.18%
22,664
-91
106
$1.42M 0.18%
5,463
+489
107
$1.41M 0.18%
7,165
+360
108
$1.38M 0.17%
20,989
+14,941
109
$1.37M 0.17%
26,409
+9,396
110
$1.36M 0.17%
+16,052
111
$1.34M 0.17%
49,688
+11,928
112
$1.31M 0.17%
9,137
-383
113
$1.31M 0.17%
7,828
+540
114
$1.31M 0.17%
9,168
+6,952
115
$1.29M 0.16%
141,341
-9,500
116
$1.26M 0.16%
+23,847
117
$1.24M 0.16%
14,376
+553
118
$1.23M 0.16%
11,043
+1,580
119
$1.2M 0.15%
7,112
-301
120
$1.2M 0.15%
48,192
-453
121
$1.19M 0.15%
5,064
+125
122
$1.19M 0.15%
15,987
+1
123
$1.18M 0.15%
22,778
+3,695
124
$1.14M 0.14%
29,103
+733
125
$1.14M 0.14%
42,540
+300
3 4
5
6 7