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
$298M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1M
3
+$997K
4
META icon
Meta Platforms (Facebook)
META
+$963K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$873K

Top Sells

1
+$2.69M
2
+$2.54M
3
+$1.15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$995K
5
AMN icon
AMN Healthcare
AMN
+$831K

Sector Composition

1 Communication Services 17.52%
2 Financials 7.1%
3 Technology 6.67%
4 Healthcare 5.13%
5 Industrials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$332K 0.11%
2,502
+9
127
$326K 0.11%
2,878
+367
128
$325K 0.11%
3,833
-230
129
$323K 0.11%
4,254
-527
130
$320K 0.11%
23,917
+29
131
$316K 0.11%
+6,391
132
$312K 0.1%
4,992
-266
133
$311K 0.1%
3,848
+33
134
$307K 0.1%
1,209
-950
135
$306K 0.1%
8,340
+2,077
136
$306K 0.1%
2,559
+125
137
$303K 0.1%
2,844
+360
138
$300K 0.1%
2,360
+249
139
$294K 0.1%
9,246
140
$292K 0.1%
+5,380
141
$292K 0.1%
1,498
-98
142
$283K 0.09%
3,457
+113
143
$282K 0.09%
+5,440
144
$279K 0.09%
5,034
+490
145
$279K 0.09%
6,327
146
$279K 0.09%
7,872
147
$278K 0.09%
6,162
148
$276K 0.09%
1,706
+183
149
$272K 0.09%
1,807
150
$272K 0.09%
16,393
4 5
6
7 8