BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$27.1M
3
+$11.7M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$9.76M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$8.91M

Top Sells

1
+$5.43M
2
+$4.58M
3
+$4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.51M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.16M

Sector Composition

1 Communication Services 11.05%
2 Technology 10.11%
3 Industrials 7.83%
4 Financials 7.48%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$818K 0.06%
25,352
+93
202
$818K 0.06%
+30,120
203
$815K 0.06%
3,660
+31
204
$811K 0.06%
15,677
+935
205
$811K 0.06%
3,228
+268
206
$799K 0.06%
53,360
-4,232
207
$792K 0.06%
13,240
+7,364
208
$784K 0.06%
3,257
-2
209
$779K 0.06%
13,333
+85
210
$766K 0.06%
+20,900
211
$750K 0.06%
55,818
+6,666
212
$740K 0.06%
50,370
213
$737K 0.06%
8,318
+1,134
214
$707K 0.05%
2,087
215
$685K 0.05%
13,433
+5,688
216
$683K 0.05%
+20,363
217
$682K 0.05%
2,163
-251
218
$679K 0.05%
4,106
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219
$677K 0.05%
10,034
+4,610
220
$676K 0.05%
7,352
-503
221
$672K 0.05%
3,031
+53
222
$668K 0.05%
21,670
-482
223
$663K 0.05%
+23,324
224
$660K 0.05%
6,362
+1
225
$653K 0.05%
+13,979
7 8
9
10 11