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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$562K 0.06%
7,750
227
$553K 0.06%
8,046
+1,208
228
$552K 0.06%
5,506
229
$552K 0.06%
+11,193
230
$550K 0.06%
18,449
+807
231
$550K 0.06%
4,967
+607
232
$549K 0.06%
8,611
+478
233
$547K 0.06%
10,230
-13,617
234
$540K 0.06%
5,639
+2,576
235
$539K 0.06%
13,135
+3,274
236
$536K 0.06%
4,648
+121
237
$534K 0.06%
6,698
-900
238
$531K 0.06%
6,810
-188
239
$526K 0.06%
3,140
-319
240
$522K 0.06%
9,358
-310
241
$516K 0.06%
8,638
-9,256
242
$509K 0.06%
18,447
+7,963
243
$507K 0.06%
18,770
-10,350
244
$504K 0.05%
5,772
+1,341
245
$498K 0.05%
457
+32
246
$494K 0.05%
33,000
247
$489K 0.05%
6,148
248
$487K 0.05%
8,185
+530
249
$486K 0.05%
10,316
+4,598
250
$484K 0.05%
10,278
+2,706
8 9
10
11 12