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
$284M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.45M
3
+$1.31M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$675K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$577K

Top Sells

1
+$2.08M
2
+$1.19M
3
+$1.06M
4
CRBQ
Alps Etf Tr Global Commodity Equity ETF (DE)
CRBQ
+$738K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$499K

Sector Composition

1 Communication Services 14.93%
2 Financials 7.58%
3 Technology 7.41%
4 Healthcare 5.29%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$332K 0.12%
10,516
-9,395
127
$329K 0.12%
4,781
+634
128
$328K 0.12%
12,084
+118
129
$327K 0.12%
4,063
+685
130
$324K 0.11%
23,706
-2,138
131
$323K 0.11%
5,258
+602
132
$320K 0.11%
2,613
133
$319K 0.11%
12,036
+36
134
$316K 0.11%
5,518
+305
135
$313K 0.11%
3,815
-1,237
136
$310K 0.11%
3,434
+281
137
$310K 0.11%
6,702
+4
138
$309K 0.11%
1,596
-329
139
$306K 0.11%
2,493
+23
140
$283K 0.1%
9,246
141
$281K 0.1%
7,872
+18
142
$273K 0.1%
6,162
143
$272K 0.1%
6,560
-2,172
144
$269K 0.09%
2,511
145
$268K 0.09%
7,327
+1,081
146
$265K 0.09%
16,393
147
$264K 0.09%
6,250
+69
148
$264K 0.09%
10,140
-1,720
149
$263K 0.09%
5,474
-438
150
$263K 0.09%
13,002
+2,005
4 5
6
7 8