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
$302M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.9M
3
+$1.71M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.46M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.37M

Top Sells

1
+$15M
2
+$6.25M
3
+$2.68M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$2.42M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.2M

Sector Composition

1 Communication Services 19.56%
2 Financials 7.9%
3 Technology 6.73%
4 Healthcare 5.28%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$218K 0.07%
+26,820
202
$217K 0.07%
13,211
+101
203
$215K 0.07%
+50,000
204
$214K 0.07%
6,326
-48
205
$213K 0.07%
4,205
+33
206
$213K 0.07%
2,271
207
$212K 0.07%
+5,950
208
$211K 0.07%
+1,908
209
$210K 0.07%
163
+1
210
$210K 0.07%
+1,662
211
$208K 0.07%
+11,670
212
$208K 0.07%
+3,520
213
$205K 0.07%
+3,241
214
$203K 0.07%
+3,208
215
$202K 0.07%
+3,741
216
$201K 0.07%
1,508
+35
217
$196K 0.06%
+15,236
218
$193K 0.06%
11,662
+2,143
219
$191K 0.06%
13,885
220
$181K 0.06%
7,625
-498
221
$172K 0.06%
+15,802
222
$148K 0.05%
+32,085
223
$140K 0.05%
+35,411
224
$139K 0.05%
+10,957
225
$130K 0.04%
8,761
7 8
9
10 11