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
$344M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.94M
3
+$1.8M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.46M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.39M

Top Sells

1
+$2.73M
2
+$2.08M
3
+$2M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.59M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.22M

Sector Composition

1 Communication Services 11.34%
2 Financials 8.4%
3 Healthcare 5.49%
4 Industrials 5.28%
5 Technology 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$224K 0.07%
2,664
-400
227
$224K 0.07%
+6,591
228
$221K 0.06%
13,802
+100
229
$219K 0.06%
20,000
230
$217K 0.06%
+2,693
231
$217K 0.06%
2,100
-64
232
$216K 0.06%
+7,042
233
$216K 0.06%
6,106
-1,000
234
$214K 0.06%
+6,791
235
$213K 0.06%
+13,713
236
$212K 0.06%
+2,446
237
$211K 0.06%
+3,998
238
$210K 0.06%
+3,571
239
$209K 0.06%
4,141
+87
240
$208K 0.06%
+2,347
241
$208K 0.06%
15,758
+244
242
$207K 0.06%
+1,802
243
$206K 0.06%
+3,902
244
$206K 0.06%
+1,514
245
$205K 0.06%
2,773
-304
246
$204K 0.06%
3,800
247
$204K 0.06%
+1,335
248
$199K 0.06%
20,000
249
$192K 0.06%
12,232
250
$158K 0.05%
6,584
+286
7 8 9
10
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