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
$302M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.9M
3
+$1.71M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.46M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.37M

Top Sells

1
+$15M
2
+$6.25M
3
+$2.68M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$2.42M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.2M

Sector Composition

1 Communication Services 19.56%
2 Financials 7.9%
3 Technology 6.73%
4 Healthcare 5.28%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$370K 0.12%
7,220
+2,000
127
$369K 0.12%
11,608
+29
128
$364K 0.12%
2,222
129
$362K 0.12%
6,967
+576
130
$361K 0.12%
+24,938
131
$359K 0.12%
4,003
+170
132
$357K 0.12%
6,118
+967
133
$350K 0.12%
2,221
+515
134
$348K 0.12%
+33,793
135
$347K 0.11%
2,583
+223
136
$336K 0.11%
3,882
+425
137
$336K 0.11%
3,835
+233
138
$329K 0.11%
10,628
-2,482
139
$328K 0.11%
4,874
+1,506
140
$322K 0.11%
23,762
-722
141
$319K 0.11%
+4,415
142
$315K 0.1%
8,978
-268
143
$314K 0.1%
3,326
+637
144
$310K 0.1%
2,094
+287
145
$307K 0.1%
16,393
146
$306K 0.1%
23,020
-897
147
$304K 0.1%
6,059
-128
148
$301K 0.1%
+8,200
149
$298K 0.1%
2,761
-409
150
$297K 0.1%
3,687
+473
4 5
6
7 8