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
$1.04B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.21M
3
+$4.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.41M
5
BA icon
Boeing
BA
+$2.73M

Top Sells

1
+$11M
2
+$4.18M
3
+$2.84M
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$2.14M
5
INWK
InnerWorkings, Inc.
INWK
+$1.82M

Sector Composition

1 Communication Services 12.6%
2 Technology 10.2%
3 Financials 8.2%
4 Industrials 7.02%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$486K 0.05%
+5,324
252
$486K 0.05%
4,774
-391
253
$484K 0.05%
5,049
254
$483K 0.05%
5,190
+256
255
$483K 0.05%
8,951
+1,193
256
$482K 0.05%
6,155
+497
257
$481K 0.05%
2,854
+161
258
$478K 0.05%
10,371
+548
259
$471K 0.05%
7,676
-196
260
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4,807
+245
261
$455K 0.04%
16,612
+206
262
$454K 0.04%
8,929
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263
$451K 0.04%
16,836
264
$449K 0.04%
7,077
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265
$448K 0.04%
2,881
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266
$448K 0.04%
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267
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2,183
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$446K 0.04%
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-44
269
$445K 0.04%
26,550
+7,900
270
$445K 0.04%
+2,196
271
$443K 0.04%
8,266
+301
272
$443K 0.04%
4,802
+1,103
273
$439K 0.04%
13,500
+3,295
274
$439K 0.04%
7,671
275
$438K 0.04%
8,508
-453
9 10
11
12 13