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
$1.31B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$27.1M
3
+$12.4M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$9.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.57M

Top Sells

1
+$5.36M
2
+$4.56M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.59M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.14M

Sector Composition

1 Communication Services 11.05%
2 Technology 10.11%
3 Industrials 7.83%
4 Financials 7.48%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.69M 0.13%
+15,340
127
$1.68M 0.13%
20,954
-63
128
$1.66M 0.13%
17,948
-3,533
129
$1.65M 0.13%
19,212
-1,066
130
$1.61M 0.12%
11,618
-576
131
$1.6M 0.12%
20,766
-543
132
$1.6M 0.12%
10,843
+130
133
$1.59M 0.12%
6,565
+86
134
$1.58M 0.12%
116,560
+1,880
135
$1.54M 0.12%
28,428
-662
136
$1.54M 0.12%
18,440
-90
137
$1.53M 0.12%
+18,857
138
$1.49M 0.11%
4,191
+592
139
$1.44M 0.11%
43,892
+34,422
140
$1.44M 0.11%
24,713
-1,369
141
$1.44M 0.11%
+56,111
142
$1.44M 0.11%
5,712
-57
143
$1.44M 0.11%
+47,945
144
$1.42M 0.11%
17,979
+3,014
145
$1.42M 0.11%
5,107
-601
146
$1.38M 0.11%
9,627
+3,864
147
$1.38M 0.11%
23,073
-1,720
148
$1.36M 0.1%
6,936
-268
149
$1.36M 0.1%
6,002
-442
150
$1.35M 0.1%
35,522
+11
4 5
6
7 8