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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$925K 0.05%
+12,595
227
$916K 0.05%
30,313
+193
228
$914K 0.05%
3,960
+300
229
$907K 0.05%
23,921
-2,759
230
$904K 0.05%
+49,776
231
$902K 0.05%
15,345
+7,134
232
$897K 0.05%
+1,573
233
$894K 0.05%
+8,926
234
$890K 0.05%
50,461
+91
235
$889K 0.05%
3,254
+2,087
236
$887K 0.05%
4,506
+65
237
$871K 0.05%
16,180
+246
238
$865K 0.05%
2,403
+1,711
239
$855K 0.04%
5,786
+620
240
$847K 0.04%
3,149
+118
241
$847K 0.04%
12,675
-3,151
242
$847K 0.04%
6,419
+277
243
$842K 0.04%
3,785
+557
244
$834K 0.04%
19,783
+12,442
245
$814K 0.04%
9,781
+2,197
246
$800K 0.04%
+49,115
247
$797K 0.04%
8,700
+382
248
$787K 0.04%
6,775
+413
249
$780K 0.04%
7,099
+239
250
$770K 0.04%
3,310
+407
8 9
10
11 12