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
$793M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.27M
3
+$8.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.91M

Top Sells

1
+$11.1M
2
+$9.72M
3
+$9.09M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.97M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.69M

Sector Composition

1 Technology 8.89%
2 Financials 8.71%
3 Industrials 7.03%
4 Healthcare 6.34%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$866K 0.11%
46,395
+7,605
152
$859K 0.11%
10,230
-84
153
$853K 0.11%
11,827
-3,884
154
$851K 0.11%
51,670
155
$851K 0.11%
+27,267
156
$844K 0.11%
6,231
-1,324
157
$844K 0.11%
7,212
+39
158
$836K 0.11%
+32,755
159
$836K 0.11%
14,667
-1,013
160
$806K 0.1%
4,016
+935
161
$805K 0.1%
7,363
-482
162
$797K 0.1%
18,835
163
$794K 0.1%
14,721
+3,223
164
$789K 0.1%
14,192
-90
165
$788K 0.1%
14,837
-53
166
$779K 0.1%
19,012
-16,970
167
$744K 0.09%
15,451
-203
168
$732K 0.09%
40,092
-8,535
169
$730K 0.09%
12,151
-2,759
170
$721K 0.09%
29,120
+21,057
171
$708K 0.09%
10,142
+212
172
$700K 0.09%
23,270
+11,330
173
$700K 0.09%
19,306
+1,531
174
$696K 0.09%
16,196
-5,572
175
$696K 0.09%
13,950
+481
5 6
7
8 9