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
$302M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.9M
3
+$1.71M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.46M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.37M

Top Sells

1
+$15M
2
+$6.25M
3
+$2.68M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$2.42M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.2M

Sector Composition

1 Communication Services 19.56%
2 Financials 7.9%
3 Technology 6.73%
4 Healthcare 5.28%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$250K 0.08%
6,023
-461
177
$249K 0.08%
+3,463
178
$249K 0.08%
6,344
-1,528
179
$248K 0.08%
5,599
-728
180
$247K 0.08%
2,166
-712
181
$246K 0.08%
+6,136
182
$245K 0.08%
4,744
-522
183
$245K 0.08%
+5,240
184
$245K 0.08%
+5,190
185
$245K 0.08%
+5,053
186
$244K 0.08%
9,248
-492
187
$243K 0.08%
5,821
+381
188
$242K 0.08%
7,714
+326
189
$242K 0.08%
5,419
+703
190
$237K 0.08%
14,833
+230
191
$236K 0.08%
+11,358
192
$235K 0.08%
+4,022
193
$233K 0.08%
+7,426
194
$233K 0.08%
3,966
-182
195
$232K 0.08%
17,209
+1,071
196
$231K 0.08%
+2,257
197
$227K 0.08%
+972
198
$227K 0.08%
2,914
+227
199
$222K 0.07%
5,508
+656
200
$221K 0.07%
850
+106
6 7
8
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