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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.41M 0.03%
16,958
227
$1.39M 0.03%
30,478
228
$1.39M 0.03%
16,579
229
$1.37M 0.02%
25,871
230
$1.36M 0.02%
43,247
231
$1.35M 0.02%
6,224
232
$1.35M 0.02%
4,216
233
$1.34M 0.02%
46,529
234
$1.31M 0.02%
652
235
$1.3M 0.02%
59,120
236
$1.3M 0.02%
35,919
237
$1.29M 0.02%
7,159
238
$1.28M 0.02%
8,612
239
$1.27M 0.02%
3,782
240
$1.26M 0.02%
9,849
241
$1.23M 0.02%
4,838
242
$1.22M 0.02%
8,161
243
$1.2M 0.02%
19,566
244
$1.2M 0.02%
5,580
245
$1.19M 0.02%
9,458
246
$1.19M 0.02%
14,179
247
$1.12M 0.02%
9,641
248
$1.11M 0.02%
8,204
249
$1.1M 0.02%
36,396
250
$1.09M 0.02%
3,907
8 9
10
11 12