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
$655M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$12.9M
3
+$12.3M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$10.2M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$8.77M

Top Sells

1
+$4.13M
2
+$3.83M
3
+$1.3M
4
ESNT icon
Essent Group
ESNT
+$1.06M
5
PX
Praxair Inc
PX
+$656K

Sector Composition

1 Financials 8.16%
2 Technology 7.79%
3 Industrials 7.01%
4 Healthcare 6.67%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$336K 0.05%
13,400
252
$331K 0.05%
8,079
+240
253
$331K 0.05%
99,280
+21,200
254
$324K 0.05%
13,753
+4,212
255
$323K 0.05%
6,856
+2,195
256
$315K 0.05%
303
257
$314K 0.05%
6,568
+1,144
258
$309K 0.05%
2,355
-510
259
$308K 0.05%
1,174
+45
260
$305K 0.05%
+5,340
261
$304K 0.05%
11,940
-290
262
$302K 0.05%
7,180
-3,616
263
$301K 0.05%
4,629
+86
264
$301K 0.05%
3,606
-77
265
$297K 0.05%
5,713
+239
266
$296K 0.05%
15,380
-234
267
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4,388
+253
268
$294K 0.04%
22,000
+2,000
269
$293K 0.04%
3,224
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270
$293K 0.04%
2,136
-1,156
271
$292K 0.04%
2,997
-1,421
272
$292K 0.04%
4,217
+2
273
$289K 0.04%
4,790
-50
274
$288K 0.04%
+7,673
275
$288K 0.04%
3,494
+1,307
9 10
11
12 13