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
$305M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$6.44M
3
+$4.78M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.98M
5
FCA icon
First Trust China AlphaDEX Fund
FCA
+$2.98M

Top Sells

1
+$1.48M
2
+$776K
3
+$676K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$658K
5
USB icon
US Bancorp
USB
+$506K

Sector Composition

1 Communication Services 13.85%
2 Financials 7.41%
3 Technology 7.39%
4 Healthcare 5.48%
5 Energy 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$261K 0.09%
+6,090
177
$260K 0.09%
6,327
-1,028
178
$260K 0.09%
7,854
+1,948
179
$257K 0.08%
9,246
-85
180
$253K 0.08%
6,380
-70
181
$253K 0.08%
4,401
+80
182
$251K 0.08%
4,656
-418
183
$251K 0.08%
3,918
184
$250K 0.08%
1,807
-21
185
$249K 0.08%
2,613
-73
186
$247K 0.08%
4,979
-126
187
$242K 0.08%
2,271
188
$241K 0.08%
1,633
189
$239K 0.08%
+2,569
190
$233K 0.08%
6,181
+1,368
191
$231K 0.08%
4,189
+44
192
$231K 0.08%
3,268
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193
$225K 0.07%
27,336
194
$224K 0.07%
3,952
195
$222K 0.07%
3,427
-128
196
$221K 0.07%
4,876
+703
197
$220K 0.07%
+2,499
198
$219K 0.07%
3,955
+1
199
$218K 0.07%
+3,372
200
$215K 0.07%
+909
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8
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