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
$1.31B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$27.1M
3
+$12.4M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$9.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.57M

Top Sells

1
+$5.36M
2
+$4.56M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.59M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.14M

Sector Composition

1 Communication Services 11.05%
2 Technology 10.11%
3 Industrials 7.83%
4 Financials 7.48%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.3M 0.1%
25,119
+18,536
152
$1.29M 0.1%
29,286
-325
153
$1.24M 0.1%
22,887
+795
154
$1.23M 0.09%
56,637
+24,898
155
$1.22M 0.09%
21,247
-875
156
$1.22M 0.09%
47,022
-3
157
$1.22M 0.09%
+15,211
158
$1.17M 0.09%
5,267
-265
159
$1.15M 0.09%
35,451
+125
160
$1.15M 0.09%
+41,224
161
$1.14M 0.09%
15,210
-685
162
$1.14M 0.09%
68,714
163
$1.13M 0.09%
31,376
+8,896
164
$1.13M 0.09%
10,864
+845
165
$1.12M 0.09%
18,625
+74
166
$1.12M 0.09%
3,605
-405
167
$1.12M 0.09%
17,518
168
$1.08M 0.08%
5,505
+1,652
169
$1.07M 0.08%
6,789
-475
170
$1.06M 0.08%
61,095
+768
171
$1.05M 0.08%
7,048
+953
172
$1.05M 0.08%
28,820
-4,000
173
$1.04M 0.08%
6,496
+71
174
$1.03M 0.08%
11,882
-448
175
$1.02M 0.08%
27,579
5 6
7
8 9