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
$216M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$676K
3
+$537K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$443K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$321K

Top Sells

1
+$1.56M
2
+$1.29M
3
+$585K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$475K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$417K

Sector Composition

1 Communication Services 15.12%
2 Financials 8.11%
3 Technology 5.35%
4 Industrials 5.21%
5 Energy 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$71K 0.03%
+432
152
$58K 0.03%
17,107
153
$57K 0.03%
+26,033
154
$32K 0.01%
+11,253
155
– –
-5,757
156
– –
-6,440
157
– –
-7,732
158
– –
-5,634
159
– –
-5,390
160
– –
-2,414
161
– –
-2
162
– –
-2,640
163
– –
-3,736
164
– –
-4,627
165
– –
-2,692
166
– –
-4,589
167
– –
-10,000
168
– –
-16,152
169
– –
-10,356
170
– –
-3,263
3 4 5 6
7