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
$294M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.38M
3
+$2.32M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$936K

Top Sells

1
+$16.9M
2
+$1.82M
3
+$1.52M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.37M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$729K

Sector Composition

1 Communication Services 12.87%
2 Financials 8%
3 Technology 6.86%
4 Healthcare 5.88%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$313K 0.11%
2,776
+15
152
$311K 0.11%
8,200
153
$298K 0.1%
2,735
154
$295K 0.1%
8,791
-187
155
$293K 0.1%
21,594
-2,168
156
$292K 0.1%
2,594
157
$291K 0.1%
5,731
+8
158
$289K 0.1%
4,828
-1,290
159
$286K 0.1%
8,705
160
$286K 0.1%
5,557
-37
161
$285K 0.1%
1,347
-11
162
$282K 0.1%
6,645
+824
163
$282K 0.1%
+7,900
164
$282K 0.1%
5,099
+46
165
$280K 0.1%
3,533
-349
166
$277K 0.09%
12,995
-180
167
$274K 0.09%
6,162
168
$268K 0.09%
3,040
-286
169
$268K 0.09%
2,333
+22
170
$266K 0.09%
4,587
+102
171
$265K 0.09%
6,330
+194
172
$265K 0.09%
2,685
-1,797
173
$264K 0.09%
3,353
-110
174
$261K 0.09%
2,678
-46
175
$259K 0.09%
15,053
+220
5 6
7
8 9