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
$1.31B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$27.1M
3
+$12.4M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$9.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.57M

Top Sells

1
+$5.36M
2
+$4.56M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.59M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.14M

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%
26,680
-2,116
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
+624
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