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
$294M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.38M
3
+$2.32M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$936K

Top Sells

1
+$16.9M
2
+$1.82M
3
+$1.52M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.37M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$729K

Sector Composition

1 Communication Services 12.87%
2 Financials 8%
3 Technology 6.86%
4 Healthcare 5.88%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$228K 0.08%
6,366
-1,348
202
$226K 0.08%
+10,503
203
$225K 0.08%
2,222
204
$225K 0.08%
+4,165
205
$223K 0.08%
+12,232
206
$221K 0.08%
13,357
+146
207
$220K 0.07%
967
-5
208
$217K 0.07%
+4,758
209
$216K 0.07%
5,033
-2,330
210
$216K 0.07%
26,082
-738
211
$216K 0.07%
+3,796
212
$216K 0.07%
21,145
+11,145
213
$216K 0.07%
+5,461
214
$215K 0.07%
5,950
215
$214K 0.07%
1,828
-338
216
$214K 0.07%
3,119
-1,425
217
$213K 0.07%
+3,931
218
$212K 0.07%
+1,185
219
$209K 0.07%
865
+15
220
$209K 0.07%
+4,075
221
$205K 0.07%
3,448
-293
222
$205K 0.07%
50,000
223
$201K 0.07%
+4,528
224
$200K 0.07%
+7,718
225
$200K 0.07%
+1,799
7 8
9
10 11