BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Return
15.74%
This Quarter Return
+1.22%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$243M
AUM Growth
+$13.4M
(+5.8%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
5.58%
Top 10 Holdings %
Top 10 Hldgs %
48.54%
Holding
197
New
22
Increased
67
Reduced
58
Closed
12
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$5.65M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.48M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.47M |
| 4 |
iShares North American Natural Resources ETF
IGE
|
$872K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$701K |
Top Sells
| 1 |
Apple
AAPL
|
$790K |
| 2 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$685K |
| 3 |
Netflix
NFLX
|
$373K |
| 4 |
MWW
Monster Worldwide Inc
MWW
|
$346K |
| 5 |
Booking.com
BKNG
|
$273K |
Sector Composition
| 1 | Communication Services | 20.62% |
| 2 | Financials | 7.67% |
| 3 | Industrials | 5.21% |
| 4 | Energy | 5.12% |
| 5 | Technology | 4.75% |
