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
$1.04B
AUM Growth
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$641K 0.06%
13,363
-365
227
$641K 0.06%
2,437
+233
228
$636K 0.06%
3,679
-398
229
$636K 0.06%
69,562
230
$636K 0.06%
12,591
-290
231
$634K 0.06%
64,717
+40,338
232
$622K 0.06%
7,446
+655
233
$621K 0.06%
60,834
-7,146
234
$618K 0.06%
+11,303
235
$611K 0.06%
+12,693
236
$602K 0.06%
+11,152
237
$601K 0.06%
6,709
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238
$600K 0.06%
46,444
+12,624
239
$588K 0.06%
5,999
+1,040
240
$580K 0.06%
4,992
-126
241
$573K 0.06%
+37,834
242
$565K 0.05%
8,125
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243
$544K 0.05%
12,564
+8
244
$543K 0.05%
20,277
-8,410
245
$526K 0.05%
53,847
+43,712
246
$521K 0.05%
2,892
+91
247
$507K 0.05%
6,783
+36
248
$506K 0.05%
10,688
+4,393
249
$501K 0.05%
9,278
+3,790
250
$495K 0.05%
2,478
+676
8 9
10
11 12