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
1
$78.9M 6.04%
301,254
+168,221
2
$66.3M 5.07%
389,122
-23,760
3
$55.7M 4.26%
353,740
+28,340
4
$52.2M 3.99%
450,371
+68,027
5
$47.7M 3.65%
509,840
-181
6
$35.3M 2.7%
876,147
7
$27.1M 2.08%
+384,841
8
$24.9M 1.9%
616,713
-8,594
9
$24.8M 1.9%
421,058
-42,211
10
$24.3M 1.86%
115,617
+3,456
11
$23M 1.76%
108,233
+40,226
12
$21.6M 1.66%
161,973
+51,763
13
$19M 1.46%
259,880
-5,300
14
$17.9M 1.37%
83,421
+58,138
15
$17M 1.3%
230,680
+1,360
16
$16.6M 1.27%
150,248
-3,578
17
$16.6M 1.27%
158,738
-14,484
18
$16M 1.22%
192,175
-20,639
19
$15M 1.14%
189,355
-538
20
$14.9M 1.14%
286,930
+14,504
21
$14.6M 1.12%
43,548
-2,919
22
$14.4M 1.1%
276,101
-87,346
23
$14M 1.07%
64,640
-2,683
24
$13M 1%
396,533
+251,941
25
$12.7M 0.97%
37,939
-693
1
2 3 4 5