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
$294M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.38M
3
+$2.32M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$936K

Top Sells

1
+$16.9M
2
+$1.82M
3
+$1.52M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.37M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$729K

Sector Composition

1 Communication Services 12.87%
2 Financials 8%
3 Technology 6.86%
4 Healthcare 5.88%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$257K 0.09%
4,744
177
$256K 0.09%
9,055
+1,629
178
$255K 0.09%
6,506
+150
179
$253K 0.09%
3,541
+333
180
$253K 0.09%
2,032
-1,646
181
$250K 0.09%
7,276
-244
182
$250K 0.09%
5,240
183
$250K 0.09%
6,024
+1
184
$248K 0.08%
11,388
+30
185
$245K 0.08%
5,608
+100
186
$243K 0.08%
+10,164
187
$243K 0.08%
2,949
+35
188
$243K 0.08%
+8,847
189
$242K 0.08%
5,190
190
$239K 0.08%
5,085
-334
191
$238K 0.08%
2,286
+29
192
$237K 0.08%
3,974
+8
193
$237K 0.08%
+4,050
194
$236K 0.08%
3,207
-34
195
$235K 0.08%
8,748
-500
196
$234K 0.08%
1,690
-300
197
$234K 0.08%
2,271
198
$229K 0.08%
+1,739
199
$228K 0.08%
18,163
+954
200
$228K 0.08%
+3,078
6 7
8
9 10