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
$305M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$6.44M
3
+$4.78M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.98M
5
FCA icon
First Trust China AlphaDEX Fund
FCA
+$2.98M

Top Sells

1
+$1.48M
2
+$776K
3
+$676K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$658K
5
USB icon
US Bancorp
USB
+$506K

Sector Composition

1 Communication Services 13.85%
2 Financials 7.41%
3 Technology 7.39%
4 Healthcare 5.48%
5 Energy 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$307K 0.1%
11,860
-2,898
152
$300K 0.1%
5,213
-60
153
$300K 0.1%
6,698
-56
154
$294K 0.1%
12,000
+31
155
$293K 0.1%
13,885
156
$292K 0.1%
2,342
157
$291K 0.1%
2,511
158
$291K 0.1%
3,963
+821
159
$288K 0.09%
12,233
+4,073
160
$287K 0.09%
2,321
-48
161
$286K 0.09%
+1,368
162
$286K 0.09%
32,112
+833
163
$286K 0.09%
2,467
+260
164
$285K 0.09%
5,022
+360
165
$283K 0.09%
+35,600
166
$279K 0.09%
+2,421
167
$278K 0.09%
4,147
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168
$271K 0.09%
+3,378
169
$271K 0.09%
2,063
-80
170
$270K 0.09%
10,997
+539
171
$269K 0.09%
+10,129
172
$267K 0.09%
5,278
173
$265K 0.09%
655
174
$263K 0.09%
10,369
-1,727
175
$261K 0.09%
+4,408
5 6
7
8 9