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
$229M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$704K
3
+$677K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$644K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$619K

Top Sells

1
+$1.29M
2
+$1.07M
3
+$555K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$542K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$443K

Sector Composition

1 Communication Services 16.23%
2 Financials 8.03%
3 Energy 5.62%
4 Industrials 5.16%
5 Technology 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$266K 0.12%
6,239
+178
127
$262K 0.11%
1,462
-472
128
$261K 0.11%
8,409
+174
129
$261K 0.11%
2,959
130
$260K 0.11%
+2,234
131
$259K 0.11%
+6,302
132
$259K 0.11%
+3,058
133
$257K 0.11%
4,558
+165
134
$257K 0.11%
+4,422
135
$255K 0.11%
+2,509
136
$254K 0.11%
+5,150
137
$253K 0.11%
+2,329
138
$250K 0.11%
+6,800
139
$247K 0.11%
6,798
-156
140
$240K 0.1%
2,271
141
$238K 0.1%
+5,517
142
$238K 0.1%
+2,713
143
$233K 0.1%
3,091
+8
144
$233K 0.1%
1,858
-200
145
$233K 0.1%
+8,639
146
$232K 0.1%
14,260
-800
147
$231K 0.1%
3,604
148
$230K 0.1%
1,996
-396
149
$230K 0.1%
+9,067
150
$228K 0.1%
+2,407
4 5
6
7 8