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
$655M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$12.9M
3
+$12.3M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$10.2M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$8.77M

Top Sells

1
+$4.13M
2
+$3.83M
3
+$1.3M
4
ESNT icon
Essent Group
ESNT
+$1.06M
5
PX
Praxair Inc
PX
+$656K

Sector Composition

1 Financials 8.16%
2 Technology 7.79%
3 Industrials 7.01%
4 Healthcare 6.67%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$392K 0.06%
4,262
+951
227
$391K 0.06%
5,506
228
$391K 0.06%
15,145
+41
229
$383K 0.06%
3,160
+790
230
$382K 0.06%
6,698
-11
231
$381K 0.06%
3,234
232
$379K 0.06%
8,880
+1,455
233
$378K 0.06%
3,689
-527
234
$375K 0.06%
5,001
+1
235
$374K 0.06%
4,203
+506
236
$373K 0.06%
8,029
+280
237
$370K 0.06%
6,844
+24
238
$365K 0.06%
6,048
-1,116
239
$365K 0.06%
+12,549
240
$363K 0.06%
2,189
-68
241
$362K 0.06%
2,682
242
$361K 0.06%
9,445
+57
243
$357K 0.05%
25,180
+402
244
$356K 0.05%
4,147
+143
245
$349K 0.05%
6,703
+351
246
$341K 0.05%
6,911
-1,361
247
$339K 0.05%
2,535
-282
248
$337K 0.05%
2,147
-178
249
$337K 0.05%
+26,514
250
$336K 0.05%
9,025
8 9
10
11 12