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
$922M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$4.1M
3
+$3.95M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.47M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$992K

Top Sells

1
+$3.53M
2
+$3.05M
3
+$2.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.97M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.61M

Sector Composition

1 Communication Services 13.54%
2 Technology 9.2%
3 Financials 8.25%
4 Industrials 7.93%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$624K 0.07%
4,195
+106
202
$623K 0.07%
5,457
-156
203
$618K 0.07%
8,374
+328
204
$609K 0.07%
22,245
+395
205
$602K 0.07%
12,263
-7,294
206
$601K 0.07%
37,748
-1,984
207
$595K 0.06%
8,619
-201
208
$592K 0.06%
36,855
-18,285
209
$585K 0.06%
+2,803
210
$583K 0.06%
21,130
-5,220
211
$580K 0.06%
133,240
-9,640
212
$563K 0.06%
4,967
213
$562K 0.06%
6,981
+171
214
$560K 0.06%
12,331
-4,536
215
$560K 0.06%
7,753
+3
216
$554K 0.06%
36,500
+14,612
217
$547K 0.06%
5,711
-1,302
218
$545K 0.06%
11,448
+255
219
$537K 0.06%
6,712
+14
220
$531K 0.06%
3,147
-619
221
$531K 0.06%
449
-8
222
$523K 0.06%
18,444
+2,034
223
$522K 0.06%
5,864
+92
224
$521K 0.06%
6,668
+3,460
225
$519K 0.06%
6,142
+514
7 8
9
10 11