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
$420M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$677K
3
+$531K
4
KMB icon
Kimberly-Clark
KMB
+$417K
5
PNC icon
PNC Financial Services
PNC
+$339K

Top Sells

1
+$2.87M
2
+$2.66M
3
+$1.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.28M

Sector Composition

1 Communication Services 10.35%
2 Financials 9.28%
3 Technology 7.11%
4 Healthcare 6.81%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$300K 0.07%
8,705
227
$299K 0.07%
+4,340
228
$296K 0.07%
1,028
+14
229
$293K 0.07%
6,754
230
$292K 0.07%
4,644
+696
231
$284K 0.07%
3,324
+92
232
$281K 0.07%
7,294
+32
233
$280K 0.07%
3,922
+71
234
$277K 0.07%
+2,091
235
$275K 0.07%
1,883
-9
236
$274K 0.07%
61,360
+3,320
237
$272K 0.06%
+1,577
238
$269K 0.06%
5,679
+17
239
$265K 0.06%
2,693
240
$264K 0.06%
+6,492
241
$261K 0.06%
3,684
-251
242
$255K 0.06%
7,497
+17
243
$253K 0.06%
+2,938
244
$252K 0.06%
3,246
-660
245
$250K 0.06%
1,756
+25
246
$248K 0.06%
4,904
+232
247
$244K 0.06%
4,708
-135
248
$244K 0.06%
3,779
-1,157
249
$243K 0.06%
1,577
-136
250
$241K 0.06%
5,204
+16
8 9
10
11 12