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
$305M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$6.44M
3
+$4.78M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.98M
5
FCA icon
First Trust China AlphaDEX Fund
FCA
+$2.98M

Top Sells

1
+$1.48M
2
+$776K
3
+$676K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$658K
5
USB icon
US Bancorp
USB
+$506K

Sector Composition

1 Communication Services 13.85%
2 Financials 7.41%
3 Technology 7.39%
4 Healthcare 5.48%
5 Energy 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$214K 0.07%
2,018
-832
202
$214K 0.07%
1,536
-1,715
203
$211K 0.07%
2,614
-89
204
$211K 0.07%
5,043
-41
205
$209K 0.07%
15,350
+313
206
$208K 0.07%
+4,978
207
$207K 0.07%
+3,800
208
$203K 0.07%
+3,444
209
$202K 0.07%
+4,821
210
$201K 0.07%
10,177
+28
211
$198K 0.06%
27,386
212
$194K 0.06%
14,120
+224
213
$182K 0.06%
12,739
+148
214
$155K 0.05%
8,761
215
$149K 0.05%
20,000
216
$125K 0.04%
3,005
+1,745
217
$120K 0.04%
20,000
218
$120K 0.04%
14,655
219
$100K 0.03%
19,260
+1,757
220
$77K 0.03%
20,000
221
$64K 0.02%
17,107
222
$49K 0.02%
11,234
223
$16K 0.01%
10,000
224
$12K ﹤0.01%
+58
225
$11K ﹤0.01%
15,000
6 7 8
9
10