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
$922M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$4.1M
3
+$3.95M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.47M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$992K

Top Sells

1
+$3.53M
2
+$3.05M
3
+$2.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.97M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.61M

Sector Composition

1 Communication Services 13.54%
2 Technology 9.2%
3 Financials 8.25%
4 Industrials 7.93%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$932K 0.1%
7,276
+78
152
$931K 0.1%
51,670
153
$924K 0.1%
69,562
-2,881
154
$899K 0.1%
2,400
155
$892K 0.1%
19,196
+40
156
$882K 0.1%
8,119
+1,218
157
$872K 0.09%
21,346
-2,760
158
$866K 0.09%
22,790
-1,702
159
$862K 0.09%
12,868
+312
160
$861K 0.09%
19,914
+2,561
161
$857K 0.09%
6,633
+228
162
$855K 0.09%
4,412
-80
163
$854K 0.09%
6,764
-753
164
$840K 0.09%
7,733
+3
165
$832K 0.09%
41,495
166
$828K 0.09%
18,578
-1,773
167
$820K 0.09%
29,835
168
$814K 0.09%
14,280
+1,369
169
$813K 0.09%
7,191
+1,674
170
$808K 0.09%
61,791
-2,200
171
$786K 0.09%
7,356
-55
172
$783K 0.08%
30,835
173
$772K 0.08%
12,151
174
$771K 0.08%
7,532
-402
175
$753K 0.08%
6,736
-42
5 6
7
8 9