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
$922M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$4.1M
3
+$3.95M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.47M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$992K

Top Sells

1
+$3.53M
2
+$3.05M
3
+$2.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.97M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.61M

Sector Composition

1 Communication Services 13.54%
2 Technology 9.2%
3 Financials 8.25%
4 Industrials 7.93%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.56M 0.17%
5
-1
102
$1.52M 0.16%
26,281
-518
103
$1.52M 0.16%
9,702
+80
104
$1.51M 0.16%
52,719
-11,163
105
$1.5M 0.16%
17,023
+958
106
$1.5M 0.16%
9,277
+1,836
107
$1.46M 0.16%
5,417
-947
108
$1.45M 0.16%
10,234
-547
109
$1.45M 0.16%
26,281
+1,537
110
$1.42M 0.15%
18,610
+222
111
$1.36M 0.15%
18,637
+704
112
$1.34M 0.15%
27,425
-497
113
$1.34M 0.15%
12,180
+1,760
114
$1.33M 0.14%
4,913
-357
115
$1.32M 0.14%
32,387
+1,835
116
$1.3M 0.14%
21,119
-1,708
117
$1.3M 0.14%
16,284
-92
118
$1.3M 0.14%
17,124
-1,500
119
$1.29M 0.14%
27,119
120
$1.26M 0.14%
12,121
+290
121
$1.25M 0.14%
4,329
+88
122
$1.2M 0.13%
23,945
-12,565
123
$1.18M 0.13%
51,120
+1,713
124
$1.18M 0.13%
62,139
+20,172
125
$1.17M 0.13%
5,940
-196
3 4
5
6 7