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
$302M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.9M
3
+$1.71M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.46M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.37M

Top Sells

1
+$15M
2
+$6.25M
3
+$2.68M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$2.42M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.2M

Sector Composition

1 Communication Services 19.56%
2 Financials 7.9%
3 Technology 6.73%
4 Healthcare 5.28%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$297K 0.1%
2,594
+162
152
$296K 0.1%
5,594
+214
153
$295K 0.1%
5,696
+332
154
$290K 0.1%
4,632
+545
155
$285K 0.09%
6,356
+591
156
$283K 0.09%
+6,944
157
$281K 0.09%
+8,705
158
$278K 0.09%
1,358
-140
159
$277K 0.09%
6,162
160
$276K 0.09%
+2,735
161
$276K 0.09%
4,544
-490
162
$274K 0.09%
13,175
-35
163
$273K 0.09%
+4,485
164
$268K 0.09%
2,450
+110
165
$267K 0.09%
7,363
+815
166
$267K 0.09%
5,723
+478
167
$263K 0.09%
2,311
+253
168
$262K 0.09%
2,724
+148
169
$258K 0.09%
7,520
+1,002
170
$258K 0.09%
+3,763
171
$257K 0.09%
+5,016
172
$256K 0.08%
+3,415
173
$256K 0.08%
+10,261
174
$253K 0.08%
+20,716
175
$251K 0.08%
+1,990
5 6
7
8 9