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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$332K 0.05%
6,068
+1,130
252
$332K 0.05%
5,547
+1,816
253
$316K 0.05%
2,582
+320
254
$314K 0.05%
12,920
-2,330
255
$314K 0.05%
+20,000
256
$314K 0.05%
4,851
-167
257
$312K 0.05%
+4,513
258
$310K 0.05%
+14,852
259
$303K 0.05%
6,754
260
$300K 0.05%
3,940
-799
261
$299K 0.05%
+1,628
262
$298K 0.05%
3,102
+498
263
$296K 0.05%
11,139
+902
264
$292K 0.05%
2,460
-125
265
$290K 0.05%
2,967
+243
266
$290K 0.05%
+5,357
267
$286K 0.05%
+2,602
268
$286K 0.05%
14,250
-1,483
269
$286K 0.05%
+13,699
270
$285K 0.05%
5,814
271
$285K 0.05%
+4,566
272
$284K 0.05%
1,735
-364
273
$284K 0.05%
+2,284
274
$283K 0.05%
4,790
-5,380
275
$283K 0.05%
3,682
-46
9 10
11
12 13