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
$480M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.68M
3
+$4.04M
4
ABBV icon
AbbVie
ABBV
+$3.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M

Top Sells

1
+$1.44M
2
+$747K
3
+$677K
4
VTV icon
Vanguard Value ETF
VTV
+$672K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$652K

Sector Composition

1 Communication Services 10.33%
2 Financials 9.89%
3 Technology 8.69%
4 Healthcare 7.69%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$274K 0.06%
1,074
+76
252
$272K 0.06%
9,596
+2,700
253
$271K 0.06%
4,022
+100
254
$268K 0.06%
5,204
255
$268K 0.06%
+1,094
256
$267K 0.06%
7,077
-217
257
$266K 0.06%
2,391
+40
258
$265K 0.06%
4,904
259
$265K 0.06%
1,681
-75
260
$263K 0.05%
+9,568
261
$261K 0.05%
5,936
-556
262
$258K 0.05%
2,899
-39
263
$255K 0.05%
3,412
-1,549
264
$245K 0.05%
4,511
-4,317
265
$244K 0.05%
+1,782
266
$243K 0.05%
19,454
+1,820
267
$241K 0.05%
+3,279
268
$240K 0.05%
+3,175
269
$239K 0.05%
+2,306
270
$239K 0.05%
+2,496
271
$239K 0.05%
1,685
-8
272
$237K 0.05%
6,279
-14
273
$236K 0.05%
2,570
+109
274
$236K 0.05%
+5,330
275
$236K 0.05%
2,613
-1,975
9 10
11
12 13