BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Return
15.74%
This Quarter Return
+2.04%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$259M
AUM Growth
+$16M
(+6.6%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
5.37%
Top 10 Holdings %
Top 10 Hldgs %
46.42%
Holding
219
New
34
Increased
98
Reduced
46
Closed
14
Top Buys
| 1 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$2.14M |
| 2 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$1.01M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$831K |
| 4 |
Apple
AAPL
|
$790K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$666K |
Top Sells
Sector Composition
| 1 | Communication Services | 18.15% |
| 2 | Financials | 7.88% |
| 3 | Healthcare | 5.44% |
| 4 | Technology | 5.34% |
| 5 | Industrials | 5.26% |
