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
$266M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$1.53M
3
+$1.17M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$925K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$762K

Top Sells

1
+$9.7M
2
+$865K
3
+$548K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$533K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$482K

Sector Composition

1 Communication Services 15.17%
2 Financials 7.8%
3 Healthcare 5.61%
4 Technology 5.42%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$243K 0.09%
+4,550
177
$242K 0.09%
3,146
-55
178
$242K 0.09%
5,459
179
$241K 0.09%
3,142
+20
180
$240K 0.09%
8,761
181
$236K 0.09%
+2,630
182
$234K 0.09%
+1,480
183
$233K 0.09%
+4,918
184
$232K 0.09%
+5,278
185
$230K 0.09%
10,149
-100
186
$228K 0.09%
+4,287
187
$226K 0.09%
+27,336
188
$224K 0.08%
+6,100
189
$223K 0.08%
+3,954
190
$222K 0.08%
2,565
191
$221K 0.08%
+3,952
192
$220K 0.08%
+4,888
193
$219K 0.08%
4,321
-200
194
$214K 0.08%
4,145
+167
195
$214K 0.08%
13,896
+221
196
$213K 0.08%
15,037
-916
197
$213K 0.08%
3,908
198
$212K 0.08%
+2,703
199
$212K 0.08%
5,084
-2,675
200
$211K 0.08%
4,173
-180
6 7
8
9 10