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
$294M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.38M
3
+$2.32M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$936K

Top Sells

1
+$16.9M
2
+$1.82M
3
+$1.52M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.37M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$729K

Sector Composition

1 Communication Services 12.87%
2 Financials 8%
3 Technology 6.86%
4 Healthcare 5.88%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$396K 0.13%
13,239
-1,513
127
$395K 0.13%
11,068
-540
128
$392K 0.13%
4,954
-56
129
$390K 0.13%
+18,242
130
$390K 0.13%
6,967
131
$387K 0.13%
24,949
+11
132
$387K 0.13%
3,739
-96
133
$386K 0.13%
+16,955
134
$382K 0.13%
+4,404
135
$374K 0.13%
4,070
+67
136
$365K 0.12%
5,348
+34
137
$359K 0.12%
33,768
-25
138
$359K 0.12%
2,610
+27
139
$354K 0.12%
6,406
+160
140
$352K 0.12%
2,240
+19
141
$345K 0.12%
2,085
-9
142
$342K 0.12%
+4,880
143
$341K 0.12%
4,880
+6
144
$341K 0.12%
3,975
+288
145
$340K 0.12%
9,230
-944
146
$334K 0.11%
6,228
+532
147
$323K 0.11%
16,393
148
$323K 0.11%
3,000
+550
149
$316K 0.11%
5,892
-167
150
$313K 0.11%
20,420
-2,600
4 5
6
7 8