BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
This Quarter Return
+4.32%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$229M
AUM Growth
+$229M
(+6.1%)
Cap. Flow
+$8.9M
Cap. Flow
% of AUM
3.88%
Top 10 Holdings %
Top 10 Hldgs %
48.49%
Holding
187
New
33
Increased
58
Reduced
57
Closed
12
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$894K |
| 2 |
LUMO
Lumos Pharma, Inc. Common Stock
LUMO
|
$704K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$677K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$644K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$619K |
Top Sells
| 1 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$1.29M |
| 2 |
Cisco
CSCO
|
$1.07M |
| 3 |
IBM
IBM
|
$555K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$542K |
| 5 |
Schwab US REIT ETF
SCHH
|
$443K |
Sector Composition
| 1 | Communication Services | 16.23% |
| 2 | Financials | 8.03% |
| 3 | Energy | 5.62% |
| 4 | Industrials | 5.61% |
| 5 | Technology | 4.96% |
