BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$652M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$3.88M
3
+$2.06M
4
ESNT icon
Essent Group
ESNT
+$981K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$900K

Top Sells

1
+$5.25M
2
+$1.68M
3
+$1.16M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.14M
5
UBSI icon
United Bankshares
UBSI
+$1.1M

Sector Composition

1 Technology 9.35%
2 Financials 8.89%
3 Communication Services 7.45%
4 Healthcare 7.24%
5 Industrials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$399K 0.06%
10,995
227
$397K 0.06%
3,695
-2,341
228
$396K 0.06%
3,050
+468
229
$394K 0.06%
7,839
+310
230
$394K 0.06%
3,671
+78
231
$391K 0.06%
8,272
+3,476
232
$391K 0.06%
4,698
+114
233
$388K 0.06%
6,820
-1,200
234
$381K 0.06%
3,234
235
$377K 0.06%
3,693
-230
236
$376K 0.06%
8,395
-1,879
237
$376K 0.06%
3,683
238
$375K 0.06%
2,645
+41
239
$370K 0.06%
4,004
+902
240
$367K 0.06%
7,425
241
$364K 0.06%
4,135
+453
242
$362K 0.06%
1,786
+158
243
$360K 0.06%
303
-6
244
$353K 0.05%
+10,945
245
$352K 0.05%
5,777
-1,460
246
$349K 0.05%
17,755
-36
247
$344K 0.05%
4,840
+50
248
$344K 0.05%
+15,472
249
$342K 0.05%
2,887
250
$336K 0.05%
13,400
8 9
10
11 12