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
$296M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.91M
3
+$1.31M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$642K
5
T icon
AT&T
T
+$510K

Top Sells

1
+$4.75M
2
+$2.38M
3
+$2.31M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$514K
5
MDU icon
MDU Resources
MDU
+$462K

Sector Composition

1 Communication Services 13.88%
2 Financials 8.42%
3 Technology 5.84%
4 Healthcare 5.69%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K 0.02%
595
227
$14K ﹤0.01%
30
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