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
$793M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.27M
3
+$8.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.91M

Top Sells

1
+$11.1M
2
+$9.72M
3
+$9.09M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.97M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.69M

Sector Composition

1 Technology 8.89%
2 Financials 8.71%
3 Industrials 7.03%
4 Healthcare 6.34%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$581K 0.07%
5,474
+288
202
$578K 0.07%
5,567
+289
203
$576K 0.07%
2,106
+136
204
$575K 0.07%
3,172
+183
205
$574K 0.07%
+15,428
206
$573K 0.07%
16,393
+2,780
207
$572K 0.07%
36,558
+4,696
208
$571K 0.07%
11,428
+5,838
209
$566K 0.07%
3,540
+169
210
$561K 0.07%
4,090
+451
211
$560K 0.07%
+7,750
212
$538K 0.07%
9,668
-19
213
$538K 0.07%
8,133
-20
214
$524K 0.07%
5,818
-541
215
$523K 0.07%
6,445
-2,115
216
$520K 0.07%
12,064
+1,069
217
$518K 0.07%
6,998
-671
218
$516K 0.07%
5,506
219
$510K 0.06%
3,219
+178
220
$509K 0.06%
17,642
+2,497
221
$509K 0.06%
5,584
+774
222
$506K 0.06%
3,459
+924
223
$504K 0.06%
1,892
+94
224
$502K 0.06%
+7,652
225
$501K 0.06%
5,466
+104
7 8
9
10 11