BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1M
3
+$949K
4
META icon
Meta Platforms (Facebook)
META
+$945K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$876K

Top Sells

1
+$2.69M
2
+$2.68M
3
+$1.15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1M
5
AMN icon
AMN Healthcare
AMN
+$793K

Sector Composition

1 Communication Services 17.52%
2 Financials 7.1%
3 Technology 6.67%
4 Healthcare 5.13%
5 Industrials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$119K 0.04%
+595
202
$100K 0.03%
20,000
203
$98K 0.03%
10,170
+15
204
$98K 0.03%
10,000
205
$77K 0.03%
+22,615
206
$64K 0.02%
+3,368
207
$51K 0.02%
12,545
+1,311
208
$47K 0.02%
10,612
-1,867
209
$28K 0.01%
+18
210
$11K ﹤0.01%
10,000
211
– –
-2,506
212
– –
-15,000
213
– –
-1,535
214
– –
-2,613
215
– –
-58
216
– –
-26,476
217
– –
-3,456
218
– –
-20,657
219
– –
-134,901
220
– –
-9,428
221
– –
-3,005
222
– –
-10,208
223
– –
-949
224
– –
-17,799
225
– –
-14,532
6 7 8
9
10