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
$229M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$704K
3
+$677K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$644K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$619K

Top Sells

1
+$1.29M
2
+$1.07M
3
+$555K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$542K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$443K

Sector Composition

1 Communication Services 16.23%
2 Financials 8.03%
3 Energy 5.62%
4 Industrials 5.16%
5 Technology 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$225K 0.1%
10,694
+596
152
$224K 0.1%
+2,787
153
$222K 0.1%
5,435
+69
154
$222K 0.1%
2,758
-1
155
$221K 0.1%
12,726
156
$215K 0.09%
+4,916
157
$213K 0.09%
4,522
+34
158
$211K 0.09%
+7,844
159
$206K 0.09%
+1,786
160
$205K 0.09%
+3,908
161
$204K 0.09%
+1,917
162
$202K 0.09%
+3,457
163
$190K 0.08%
13,214
+232
164
$183K 0.08%
12,246
165
$162K 0.07%
26,359
+3,530
166
$147K 0.06%
15,999
+2,500
167
$92K 0.04%
15,373
168
$77K 0.03%
26,033
169
$75K 0.03%
431
-1
170
$64K 0.03%
17,107
171
$56K 0.02%
20,000
172
$47K 0.02%
+4,898
173
$33K 0.01%
14,211
174
$16K 0.01%
+10,000
175
$12K 0.01%
+15,000
4 5 6
7
8