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
$420M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$677K
3
+$531K
4
KMB icon
Kimberly-Clark
KMB
+$417K
5
PNC icon
PNC Financial Services
PNC
+$339K

Top Sells

1
+$2.87M
2
+$2.66M
3
+$1.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.28M

Sector Composition

1 Communication Services 10.35%
2 Financials 9.28%
3 Technology 7.11%
4 Healthcare 6.81%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$238K 0.06%
2,841
252
$237K 0.06%
998
-26
253
$235K 0.06%
2,351
+9
254
$233K 0.06%
4,680
-693
255
$232K 0.06%
4,457
-90
256
$228K 0.05%
+2,297
257
$227K 0.05%
+7,600
258
$225K 0.05%
1,791
259
$223K 0.05%
+1,693
260
$221K 0.05%
16,175
+207
261
$220K 0.05%
5,727
262
$218K 0.05%
+1,146
263
$216K 0.05%
2,204
+104
264
$216K 0.05%
6,064
265
$215K 0.05%
3,416
-110
266
$213K 0.05%
+2,280
267
$213K 0.05%
14,096
+149
268
$212K 0.05%
6,293
-167
269
$212K 0.05%
+5,552
270
$211K 0.05%
17,634
-2,008
271
$211K 0.05%
1,031
+67
272
$210K 0.05%
2,242
273
$205K 0.05%
2,541
274
$204K 0.05%
2,461
+14
275
$201K 0.05%
+6,896
9 10
11
12 13