BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
This Quarter Return
-5.28%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$284M
AUM Growth
+$284M
Cap. Flow
-$3.84M
Cap. Flow %
-1.35%
Top 10 Hldgs %
43.98%
Holding
242
New
17
Increased
93
Reduced
68
Closed
29
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TK icon
226
Teekay
TK
$709M
-6,090
Closed -$261K
TEVA icon
227
Teva Pharmaceuticals
TEVA
$21.5B
-4,408
Closed -$261K
SDY icon
228
SPDR S&P Dividend ETF
SDY
$20.4B
-4,252
Closed -$324K
SCHX icon
229
Schwab US Large- Cap ETF
SCHX
$58.8B
-4,556
Closed -$225K
QQQ icon
230
Invesco QQQ Trust
QQQ
$364B
-3,940
Closed -$422K
PBR.A icon
231
Petrobras Class A
PBR.A
$73.4B
-14,655
Closed -$120K
MDXG icon
232
MiMedx Group
MDXG
$1.05B
-30,928
Closed -$358K
JNK icon
233
SPDR Bloomberg High Yield Bond ETF
JNK
$8.07B
-7,264
Closed -$279K
IJS icon
234
iShares S&P Small-Cap 600 Value ETF
IJS
$6.53B
-1,722
Closed -$203K
GOOG icon
235
Alphabet (Google) Class C
GOOG
$2.79T
-3,907
Closed -$2.08M
EEM icon
236
iShares MSCI Emerging Markets ETF
EEM
$19B
-6,380
Closed -$253K
EBAY icon
237
eBay
EBAY
$41.2B
-4,364
Closed -$263K
DOV icon
238
Dover
DOV
$24B
-3,192
Closed -$224K
CMI icon
239
Cummins
CMI
$54B
-2,063
Closed -$271K
C icon
240
Citigroup
C
$175B
-4,189
Closed -$231K
ATHM icon
241
Autohome
ATHM
$3.44B
-5,278
Closed -$267K
ALL icon
242
Allstate
ALL
$53.9B
-3,427
Closed -$222K