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
$480M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.68M
3
+$4.04M
4
ABBV icon
AbbVie
ABBV
+$3.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M

Top Sells

1
+$1.44M
2
+$747K
3
+$677K
4
VTV icon
Vanguard Value ETF
VTV
+$672K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$652K

Sector Composition

1 Communication Services 10.33%
2 Financials 9.89%
3 Technology 8.69%
4 Healthcare 7.69%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$327K 0.07%
2,091
+300
227
$326K 0.07%
+2,875
228
$324K 0.07%
11,579
-1,273
229
$324K 0.07%
+4,966
230
$322K 0.07%
4,139
+893
231
$322K 0.07%
2,148
-122
232
$315K 0.07%
3,015
+1,132
233
$313K 0.07%
11,276
-1,740
234
$312K 0.07%
4,695
+51
235
$311K 0.06%
6,754
236
$309K 0.06%
4,897
-641
237
$302K 0.06%
8,705
238
$301K 0.06%
+6,500
239
$298K 0.06%
+4,373
240
$295K 0.06%
3,138
-141
241
$292K 0.06%
+11,633
242
$289K 0.06%
+1,890
243
$288K 0.06%
+5,597
244
$286K 0.06%
9,255
+3
245
$284K 0.06%
+5,148
246
$284K 0.06%
5,895
+216
247
$282K 0.06%
3,671
-673
248
$280K 0.06%
3,774
+90
249
$277K 0.06%
2,507
+210
250
$275K 0.06%
2,792
+550
8 9
10
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