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
$216M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$676K
3
+$537K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$443K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$321K

Top Sells

1
+$1.56M
2
+$1.29M
3
+$585K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$475K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$417K

Sector Composition

1 Communication Services 15.12%
2 Financials 8.11%
3 Technology 5.35%
4 Industrials 5.21%
5 Energy 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.11%
+10,098
127
$232K 0.11%
11,125
-6,566
128
$231K 0.11%
3,083
+169
129
$228K 0.11%
+7,024
130
$226K 0.1%
4,393
-525
131
$226K 0.1%
6,954
+364
132
$225K 0.1%
3,225
+19
133
$222K 0.1%
2,712
-3,379
134
$221K 0.1%
+5,366
135
$221K 0.1%
2,271
136
$214K 0.1%
2,759
-42
137
$212K 0.1%
8,496
-1,964
138
$212K 0.1%
2,836
+66
139
$208K 0.1%
12,726
140
$206K 0.1%
4,334
-574
141
$205K 0.09%
+671
142
$204K 0.09%
+4,488
143
$183K 0.08%
12,246
144
$175K 0.08%
12,982
+239
145
$159K 0.07%
+10,841
146
$126K 0.06%
22,829
+6,787
147
$123K 0.06%
13,499
148
$102K 0.05%
14,589
+1,290
149
$96K 0.04%
15,373
150
$87K 0.04%
20,000
3 4 5
6
7