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
$266M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$1.53M
3
+$1.17M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$925K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$762K

Top Sells

1
+$9.7M
2
+$865K
3
+$548K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$533K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$482K

Sector Composition

1 Communication Services 15.17%
2 Financials 7.8%
3 Healthcare 5.61%
4 Technology 5.42%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$280K 0.11%
6,800
152
$279K 0.11%
2,369
+58
153
$277K 0.1%
655
154
$277K 0.1%
+9,716
155
$274K 0.1%
1,633
156
$272K 0.1%
2,342
+284
157
$272K 0.1%
2,686
+223
158
$271K 0.1%
13,885
+3,194
159
$270K 0.1%
1,784
+15
160
$266K 0.1%
1,920
+10
161
$261K 0.1%
4,662
162
$259K 0.1%
6,450
-354
163
$256K 0.1%
1,828
+68
164
$255K 0.1%
+5,074
165
$255K 0.1%
10,458
+686
166
$255K 0.1%
6,812
-383
167
$254K 0.1%
9,331
+33
168
$254K 0.1%
2,207
+47
169
$253K 0.1%
3,555
+128
170
$252K 0.09%
5,105
+668
171
$252K 0.09%
12,126
172
$251K 0.09%
3,604
173
$250K 0.09%
+3,918
174
$245K 0.09%
3,293
+63
175
$244K 0.09%
2,893
+13
5 6
7
8 9