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
$298M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1M
3
+$997K
4
META icon
Meta Platforms (Facebook)
META
+$963K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$873K

Top Sells

1
+$2.69M
2
+$2.54M
3
+$1.15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$995K
5
AMN icon
AMN Healthcare
AMN
+$831K

Sector Composition

1 Communication Services 17.52%
2 Financials 7.1%
3 Technology 6.67%
4 Healthcare 5.13%
5 Industrials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$272K 0.09%
2,162
-144
152
$267K 0.09%
6,187
-63
153
$266K 0.09%
5,220
154
$263K 0.09%
5,151
155
$262K 0.09%
2,689
+56
156
$262K 0.09%
+2,340
157
$261K 0.09%
5,266
-1,436
158
$258K 0.09%
13,210
+208
159
$254K 0.09%
6,484
-2,094
160
$251K 0.08%
9,740
-400
161
$251K 0.08%
5,364
+543
162
$249K 0.08%
2,432
163
$248K 0.08%
5,765
-501
164
$248K 0.08%
2,271
165
$243K 0.08%
6,374
-953
166
$243K 0.08%
+7,388
167
$240K 0.08%
6,548
-12
168
$238K 0.08%
4,087
-246
169
$233K 0.08%
2,576
+3
170
$232K 0.08%
1,285
-63
171
$229K 0.08%
3,214
-105
172
$228K 0.08%
744
-1
173
$227K 0.08%
4,852
-622
174
$227K 0.08%
16,138
-17,275
175
$226K 0.08%
14,603
+236
5 6
7
8 9