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
$793M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.27M
3
+$8.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.91M

Top Sells

1
+$11.1M
2
+$9.72M
3
+$9.09M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.97M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.69M

Sector Composition

1 Technology 8.89%
2 Financials 8.71%
3 Industrials 7.03%
4 Healthcare 6.34%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.13M 0.14%
5,754
+311
127
$1.1M 0.14%
12,481
+714
128
$1.1M 0.14%
17,087
-2,776
129
$1.09M 0.14%
30,510
+4,240
130
$1.05M 0.13%
+8,815
131
$1.03M 0.13%
24,085
+4,356
132
$1.02M 0.13%
+17,894
133
$1.02M 0.13%
8,202
-41
134
$1.01M 0.13%
5,549
-87
135
$997K 0.13%
8,822
-528
136
$985K 0.12%
19,785
-138
137
$974K 0.12%
11,565
+2,941
138
$970K 0.12%
11,321
-3,678
139
$953K 0.12%
3,350
-125
140
$949K 0.12%
8,665
+6
141
$945K 0.12%
30,204
+70
142
$944K 0.12%
11,643
-232
143
$926K 0.12%
3,823
+460
144
$917K 0.12%
+28,514
145
$913K 0.12%
72,443
146
$910K 0.11%
17,256
+4,904
147
$908K 0.11%
19,034
+374
148
$878K 0.11%
19,692
+9,892
149
$873K 0.11%
77,472
-1,974
150
$871K 0.11%
29,835
4 5
6
7 8