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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$750K 0.04%
6,342
+2,431
252
$747K 0.04%
13,534
+9,670
253
$736K 0.04%
11,861
-222
254
$723K 0.04%
10,156
-8,646
255
$719K 0.04%
19,957
-3,367
256
$717K 0.04%
+2,768
257
$715K 0.04%
6,064
+1,863
258
$714K 0.04%
6,249
+3,043
259
$713K 0.04%
65,186
260
$706K 0.04%
27,000
261
$703K 0.04%
13,220
+7,453
262
$700K 0.04%
38,934
-199
263
$696K 0.04%
3,824
+135
264
$695K 0.04%
12,223
+1
265
$694K 0.04%
+15,485
266
$686K 0.04%
+2,594
267
$679K 0.04%
+6,177
268
$678K 0.04%
27,561
+2,750
269
$677K 0.04%
5,087
+1,813
270
$677K 0.04%
4,088
-18
271
$674K 0.04%
5,451
+100
272
$672K 0.04%
+10,914
273
$671K 0.04%
12,521
-114
274
$671K 0.04%
4,890
+685
275
$670K 0.04%
+5,632
9 10
11
12 13