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
$284M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.45M
3
+$1.31M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$675K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$577K

Top Sells

1
+$2.08M
2
+$1.19M
3
+$1.06M
4
CRBQ
Alps Etf Tr Global Commodity Equity ETF (DE)
CRBQ
+$738K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$499K

Sector Composition

1 Communication Services 14.93%
2 Financials 7.58%
3 Technology 7.41%
4 Healthcare 5.29%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$263K 0.09%
2,434
-33
152
$261K 0.09%
5,151
+275
153
$257K 0.09%
3,344
+730
154
$252K 0.09%
+5,220
155
$251K 0.09%
6,327
156
$249K 0.09%
2,484
-1,203
157
$248K 0.09%
4,612
-803
158
$248K 0.09%
2,432
-797
159
$247K 0.09%
9,182
+116
160
$240K 0.08%
2,306
-15
161
$240K 0.08%
3,987
+24
162
$239K 0.08%
2,573
+4
163
$239K 0.08%
3,319
+51
164
$238K 0.08%
2,342
165
$238K 0.08%
2,271
166
$238K 0.08%
+6,266
167
$237K 0.08%
13,885
168
$237K 0.08%
2,633
-1,268
169
$237K 0.08%
4,544
-478
170
$236K 0.08%
+4,333
171
$234K 0.08%
1,807
172
$234K 0.08%
1,348
-20
173
$232K 0.08%
2,821
+322
174
$230K 0.08%
2,111
+93
175
$228K 0.08%
+184
5 6
7
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