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
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$488K 0.05%
6,001
-3,792
252
$486K 0.05%
+6,366
253
$485K 0.05%
+2,294
254
$484K 0.05%
9,163
+897
255
$483K 0.05%
+49,101
256
$482K 0.05%
6,832
+164
257
$473K 0.05%
2,668
+485
258
$473K 0.05%
3,886
+170
259
$472K 0.05%
2,664
+52
260
$471K 0.05%
7,746
+5,042
261
$470K 0.05%
5,307
+533
262
$468K 0.05%
+3,202
263
$458K 0.04%
9,996
-96
264
$458K 0.04%
14,917
+3,610
265
$455K 0.04%
22,480
+14,680
266
$453K 0.04%
2,773
+182
267
$453K 0.04%
3,279
+112
268
$447K 0.04%
3,514
+660
269
$442K 0.04%
5,911
+131
270
$435K 0.04%
25,082
-11,226
271
$434K 0.04%
41,495
272
$432K 0.04%
4,664
+200
273
$430K 0.04%
2,584
+551
274
$427K 0.04%
4,849
+47
275
$423K 0.04%
6,725
-1,328
9 10
11
12 13