BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Return
15.74%
This Quarter Return
+4.13%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$296M
AUM Growth
+$1.44M
(+0.49%)
Cap. Flow
-$9.01M
Cap. Flow
% of AUM
-3.05%
Top 10 Holdings %
Top 10 Hldgs %
42.37%
Holding
260
New
13
Increased
68
Reduced
110
Closed
33
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.02M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.91M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.31M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$642K |
| 5 |
AT&T
T
|
$510K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$4.75M |
| 2 |
Pure Storage
PSTG
|
$2.38M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.31M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$514K |
| 5 |
MDU Resources
MDU
|
$462K |
Sector Composition
| 1 | Communication Services | 13.88% |
| 2 | Financials | 8.42% |
| 3 | Technology | 5.84% |
| 4 | Healthcare | 5.69% |
| 5 | Industrials | 4.93% |
