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
$284M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.45M
3
+$1.31M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$675K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$577K

Top Sells

1
+$2.08M
2
+$1.19M
3
+$1.06M
4
CRBQ
Alps Etf Tr Global Commodity Equity ETF (DE)
CRBQ
+$738K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$499K

Sector Composition

1 Communication Services 14.93%
2 Financials 7.58%
3 Technology 7.41%
4 Healthcare 5.29%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$227K 0.08%
+7,316
177
$227K 0.08%
7,456
+120
178
$223K 0.08%
6,263
-2,435
179
$221K 0.08%
4,652
-327
180
$220K 0.08%
+1,523
181
$217K 0.08%
745
+90
182
$215K 0.08%
4,821
183
$213K 0.08%
1,535
-1
184
$212K 0.07%
12,233
185
$210K 0.07%
+2,506
186
$210K 0.07%
3,918
187
$208K 0.07%
+5,326
188
$207K 0.07%
17,799
+2,449
189
$206K 0.07%
+4,878
190
$206K 0.07%
14,367
+247
191
$204K 0.07%
949
+40
192
$203K 0.07%
2,946
-975
193
$202K 0.07%
+3,005
194
$202K 0.07%
3,511
+139
195
$198K 0.07%
35,600
196
$192K 0.07%
12,900
+161
197
$175K 0.06%
10,208
+31
198
$164K 0.06%
+7,625
199
$146K 0.05%
1,480
200
$141K 0.05%
23,228
-4,158
6 7
8
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