BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$652M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$3.88M
3
+$2.06M
4
ESNT icon
Essent Group
ESNT
+$981K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$900K

Top Sells

1
+$5.25M
2
+$1.68M
3
+$1.16M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.14M
5
UBSI icon
United Bankshares
UBSI
+$1.1M

Sector Composition

1 Technology 9.35%
2 Financials 8.89%
3 Communication Services 7.45%
4 Healthcare 7.24%
5 Industrials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$335K 0.05%
9,008
252
$334K 0.05%
3,697
-1,871
253
$333K 0.05%
6,051
-1,210
254
$333K 0.05%
5,172
-375
255
$326K 0.05%
15,614
+762
256
$324K 0.05%
5,944
-124
257
$322K 0.05%
6,754
258
$322K 0.05%
14,615
259
$317K 0.05%
+4,402
260
$316K 0.05%
5,424
+484
261
$315K 0.05%
+8,532
262
$315K 0.05%
4,912
-1,698
263
$313K 0.05%
3,546
-394
264
$309K 0.05%
1,129
+243
265
$305K 0.05%
1,827
-350
266
$303K 0.05%
2,015
+185
267
$302K 0.05%
1,777
+42
268
$302K 0.05%
12,230
-690
269
$302K 0.05%
2,563
270
$302K 0.05%
+3,054
271
$301K 0.05%
3,311
+100
272
$299K 0.05%
846
+40
273
$298K 0.05%
8,705
-1,570
274
$292K 0.04%
2,287
+3
275
$292K 0.04%
5,814
9 10
11
12 13