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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$379K 0.06%
3,683
-2,474
227
$377K 0.06%
22,814
-1,592
228
$376K 0.06%
5,287
+104
229
$375K 0.06%
2,604
+134
230
$375K 0.06%
3,234
-977
231
$365K 0.06%
2,887
+152
232
$365K 0.06%
3,923
-710
233
$362K 0.06%
+17,791
234
$361K 0.06%
7,093
-151
235
$361K 0.06%
+1,449
236
$359K 0.06%
7,425
237
$358K 0.06%
+9,078
238
$354K 0.06%
17,040
-27
239
$352K 0.06%
5,468
-1,250
240
$350K 0.06%
4,584
+1,108
241
$349K 0.06%
10,275
-153
242
$347K 0.06%
1,424
243
$345K 0.06%
7,529
-158
244
$344K 0.06%
+9,776
245
$343K 0.06%
14,615
-121
246
$340K 0.06%
+5,500
247
$339K 0.05%
2,177
-197
248
$338K 0.05%
3,582
+22
249
$336K 0.05%
13,400
250
$335K 0.05%
309
+4
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10
11 12