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
$793M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.27M
3
+$8.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.91M

Top Sells

1
+$11.1M
2
+$9.72M
3
+$9.09M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.97M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.69M

Sector Composition

1 Technology 8.89%
2 Financials 8.71%
3 Industrials 7.03%
4 Healthcare 6.34%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$690K 0.09%
6,206
-572
177
$687K 0.09%
6,529
+2,382
178
$678K 0.09%
10,166
-82
179
$674K 0.09%
7,153
-28
180
$671K 0.08%
12,096
-1,551
181
$671K 0.08%
5,894
+133
182
$668K 0.08%
7,977
-525
183
$664K 0.08%
29,270
+17,810
184
$664K 0.08%
3,697
+228
185
$646K 0.08%
3,510
+1,321
186
$645K 0.08%
5,118
-124
187
$640K 0.08%
11,872
-500
188
$630K 0.08%
+11,295
189
$611K 0.08%
3,475
+56
190
$604K 0.08%
1,750
191
$602K 0.08%
21,843
192
$596K 0.08%
7,598
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193
$594K 0.07%
7,404
+38
194
$593K 0.07%
4,568
+741
195
$592K 0.07%
10,753
196
$588K 0.07%
5,600
+635
197
$588K 0.07%
+19,402
198
$586K 0.07%
3,558
-11
199
$583K 0.07%
+7,184
200
$582K 0.07%
2,158
+15
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8
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