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
$284M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.45M
3
+$1.31M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$675K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$577K

Top Sells

1
+$2.08M
2
+$1.19M
3
+$1.06M
4
CRBQ
Alps Etf Tr Global Commodity Equity ETF (DE)
CRBQ
+$738K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$499K

Sector Composition

1 Communication Services 14.93%
2 Financials 7.58%
3 Technology 7.41%
4 Healthcare 5.29%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$127K 0.04%
20,657
+657
202
$113K 0.04%
+14,796
203
$109K 0.04%
26,476
+7,216
204
$99K 0.03%
+10,155
205
$99K 0.03%
8,761
206
$93K 0.03%
+10,000
207
$75K 0.03%
20,000
208
$48K 0.02%
20,000
209
$47K 0.02%
+12,100
210
$42K 0.01%
11,234
211
$10K ﹤0.01%
10,000
212
$5K ﹤0.01%
58
213
$3K ﹤0.01%
15,000
214
– –
-3,427
215
– –
-5,278
216
– –
-4,189
217
– –
-2,063
218
– –
-3,952
219
– –
-10,369
220
– –
-6,380
221
– –
-78,140
222
– –
-3,444
223
– –
-2,421
224
– –
-30,928
225
– –
-14,655
6 7 8
9
10