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
$922M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$4.1M
3
+$3.95M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.47M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$992K

Top Sells

1
+$3.53M
2
+$3.05M
3
+$2.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.97M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.61M

Sector Composition

1 Communication Services 13.54%
2 Technology 9.2%
3 Financials 8.25%
4 Industrials 7.93%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.16M 0.13%
12,557
-844
127
$1.16M 0.13%
13,499
+770
128
$1.15M 0.12%
6,297
-588
129
$1.13M 0.12%
28,694
130
$1.12M 0.12%
16,674
-611
131
$1.11M 0.12%
12,743
-5
132
$1.11M 0.12%
11,773
+220
133
$1.1M 0.12%
9,320
-770
134
$1.09M 0.12%
5,053
-122
135
$1.08M 0.12%
9,486
+3,280
136
$1.08M 0.12%
30,212
+8
137
$1.04M 0.11%
7,476
-934
138
$1.03M 0.11%
2,505
+1,839
139
$1.03M 0.11%
8,827
+499
140
$1.02M 0.11%
133,551
-8,241
141
$1.02M 0.11%
11,520
-1,093
142
$998K 0.11%
19,080
-218
143
$989K 0.11%
3,627
+1,501
144
$977K 0.11%
19,273
+909
145
$972K 0.11%
5,045
+79
146
$968K 0.1%
15,354
+885
147
$955K 0.1%
17,224
-36
148
$943K 0.1%
40,025
149
$937K 0.1%
18,835
150
$937K 0.1%
12,712
+4
4 5
6
7 8