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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$475K 0.05%
16,393
252
$475K 0.05%
7,671
+212
253
$468K 0.05%
5,628
-817
254
$464K 0.05%
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255
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5,559
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256
$462K 0.05%
16,410
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257
$458K 0.05%
22,036
+10,835
258
$457K 0.05%
3,726
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259
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2,975
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260
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7,078
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261
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5,189
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262
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8,961
-448
263
$438K 0.05%
2,586
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264
$436K 0.05%
16,626
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265
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11,206
+2,349
266
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4,100
267
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13,183
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268
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+13,605
269
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270
$426K 0.05%
8,880
271
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5,659
-31
272
$420K 0.05%
8,266
+83
273
$420K 0.05%
7,523
+3,482
274
$418K 0.05%
8,715
-1,914
275
$416K 0.05%
5,669
-100
9 10
11
12 13