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
$310M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$1.44M
3
+$1.43M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.12M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$994K

Top Sells

1
+$1.62M
2
+$1.05M
3
+$712K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$700K
5
INTU icon
Intuit
INTU
+$400K

Sector Composition

1 Communication Services 11.54%
2 Financials 9.59%
3 Technology 5.79%
4 Industrials 4.93%
5 Healthcare 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$88K 0.03%
14,353
-5,577
227
$77K 0.02%
21,471
228
$76K 0.02%
32,085
229
$62K 0.02%
35,600
230
$57K 0.02%
+11,842
231
– –
-4,357
232
– –
-3,513
233
– –
-12,000
234
– –
-6,774
235
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-3,637
236
– –
-4,816
237
– –
-3,355
238
– –
-15,038
239
– –
-3,964
240
– –
-3,436
241
– –
-10,000
242
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-4,011
243
– –
-8,505
244
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-2,328
245
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-595
246
– –
-18,242
247
– –
-8,761
248
– –
-15,310
249
– –
-5,543
250
– –
-16,955
7 8 9
10
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