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
$1.31B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$27.1M
3
+$12.4M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$9.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.57M

Top Sells

1
+$5.36M
2
+$4.56M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.59M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.14M

Sector Composition

1 Communication Services 11.05%
2 Technology 10.11%
3 Industrials 7.83%
4 Financials 7.48%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.23M 0.17%
+75,222
102
$2.14M 0.16%
42,714
+1,001
103
$2.09M 0.16%
45,173
+185
104
$2.09M 0.16%
34,114
-23,850
105
$2.08M 0.16%
32,713
-1,771
106
$2.07M 0.16%
57,185
+46,519
107
$2.06M 0.16%
125,580
+33,232
108
$2.06M 0.16%
85,474
+1,544
109
$2.01M 0.15%
+50,271
110
$1.99M 0.15%
14,861
-826
111
$1.97M 0.15%
53,200
-6,545
112
$1.97M 0.15%
24,919
+3,932
113
$1.97M 0.15%
136,464
+112,568
114
$1.94M 0.15%
+37,657
115
$1.92M 0.15%
6
116
$1.92M 0.15%
+18,632
117
$1.91M 0.15%
13,673
+687
118
$1.86M 0.14%
14,830
+360
119
$1.86M 0.14%
11,296
+233
120
$1.86M 0.14%
30,808
+466
121
$1.84M 0.14%
10,234
+1,816
122
$1.77M 0.14%
28,440
-1,513
123
$1.74M 0.13%
9,004
-1,012
124
$1.71M 0.13%
5,062
+292
125
$1.7M 0.13%
21,061
+1,907
3 4
5
6 7