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
$298M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1M
3
+$997K
4
META icon
Meta Platforms (Facebook)
META
+$963K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$873K

Top Sells

1
+$2.69M
2
+$2.54M
3
+$1.15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$995K
5
AMN icon
AMN Healthcare
AMN
+$831K

Sector Composition

1 Communication Services 17.52%
2 Financials 7.1%
3 Technology 6.67%
4 Healthcare 5.13%
5 Industrials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$220K 0.07%
9,519
+337
177
$219K 0.07%
+1,473
178
$218K 0.07%
4,148
+637
179
$215K 0.07%
5,245
-81
180
$214K 0.07%
+967
181
$212K 0.07%
7,240
-76
182
$211K 0.07%
2,058
-284
183
$210K 0.07%
+6,518
184
$210K 0.07%
+4,172
185
$209K 0.07%
+3,368
186
$207K 0.07%
162
-22
187
$206K 0.07%
2,667
-154
188
$204K 0.07%
+3,658
189
$204K 0.07%
+4,716
190
$203K 0.07%
6,542
-26,774
191
$203K 0.07%
12,233
192
$202K 0.07%
+2,687
193
$202K 0.07%
13,110
+210
194
$198K 0.07%
13,885
195
$171K 0.06%
35,600
196
$166K 0.06%
8,123
+498
197
$163K 0.05%
8,761
198
$144K 0.05%
23,228
199
$134K 0.04%
1,480
200
$132K 0.04%
17,421
+2,625
6 7
8
9 10