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
$922M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$4.1M
3
+$3.95M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.47M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$992K

Top Sells

1
+$3.53M
2
+$3.05M
3
+$2.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.97M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.61M

Sector Composition

1 Communication Services 13.54%
2 Technology 9.2%
3 Financials 8.25%
4 Industrials 7.93%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$749K 0.08%
3,543
-64
177
$748K 0.08%
5,118
178
$744K 0.08%
7,936
+98
179
$743K 0.08%
2,552
+25
180
$730K 0.08%
11,013
-2,564
181
$728K 0.08%
61,572
+150
182
$725K 0.08%
15,374
-23
183
$718K 0.08%
6,934
-265
184
$712K 0.08%
3,910
185
$698K 0.08%
36,877
+14,841
186
$689K 0.07%
1,954
-50
187
$683K 0.07%
8,257
188
$681K 0.07%
4,392
-1,013
189
$677K 0.07%
7,635
+302
190
$675K 0.07%
6,037
-265
191
$666K 0.07%
2,410
+410
192
$665K 0.07%
12,025
-1,235
193
$660K 0.07%
11,794
194
$658K 0.07%
20,344
+330
195
$655K 0.07%
10,912
-2,828
196
$644K 0.07%
21,517
+3,068
197
$634K 0.07%
5,250
-1,499
198
$632K 0.07%
21,197
-1,570
199
$632K 0.07%
22,403
+3,633
200
$628K 0.07%
4,314
-251
6 7
8
9 10