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
$1.31B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$27.1M
3
+$12.4M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$9.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.57M

Top Sells

1
+$5.36M
2
+$4.56M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.59M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.14M

Sector Composition

1 Communication Services 11.05%
2 Technology 10.11%
3 Industrials 7.83%
4 Financials 7.48%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.02M 0.08%
+29,680
177
$1.01M 0.08%
+18,802
178
$1.01M 0.08%
9,785
-642
179
$1M 0.08%
4,216
-85
180
$1M 0.08%
8,583
-275
181
$1M 0.08%
25,918
-19
182
$995K 0.08%
11,960
183
$981K 0.08%
20,177
+120
184
$962K 0.07%
10,633
+6,077
185
$956K 0.07%
12,662
-4,601
186
$944K 0.07%
6,378
+342
187
$936K 0.07%
4,355
+345
188
$934K 0.07%
6,539
-177
189
$930K 0.07%
15,826
+3,235
190
$930K 0.07%
5,609
-1,504
191
$906K 0.07%
+4,816
192
$898K 0.07%
1,439
-984
193
$875K 0.07%
+12,794
194
$869K 0.07%
1,771
-32
195
$862K 0.07%
7,062
-36
196
$854K 0.07%
23,776
-711
197
$853K 0.07%
2,903
+73
198
$851K 0.07%
+24,737
199
$848K 0.06%
4,441
-616
200
$837K 0.06%
53,007
-2,510
6 7
8
9 10