BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Return
15.74%
This Quarter Return
+0.67%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$305M
AUM Growth
+$39.2M
(+15%)
Cap. Flow
+$37.8M
Cap. Flow
% of AUM
12.38%
Top 10 Holdings %
Top 10 Hldgs %
41.96%
Holding
245
New
24
Increased
101
Reduced
67
Closed
20
Top Buys
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$1.48M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$776K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$676K |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$658K |
| 5 |
US Bancorp
USB
|
$506K |
Sector Composition
| 1 | Communication Services | 13.85% |
| 2 | Financials | 7.41% |
| 3 | Technology | 7.39% |
| 4 | Healthcare | 5.48% |
| 5 | Industrials | 4.59% |
