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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.09M 0.02%
11,707
252
$1.09M 0.02%
6,936
253
$1.09M 0.02%
15,097
254
$1.08M 0.02%
10,574
255
$1.07M 0.02%
48,816
256
$1.07M 0.02%
5,311
257
$1.06M 0.02%
11,731
258
$1.06M 0.02%
6,451
259
$1.06M 0.02%
10,149
260
$1.06M 0.02%
2,800
261
$1.05M 0.02%
27,108
262
$1.04M 0.02%
14,774
263
$1.04M 0.02%
13,327
264
$1.03M 0.02%
13,260
265
$1.01M 0.02%
5,822
266
$1.01M 0.02%
20,493
267
$1.01M 0.02%
4,160
268
$1.01M 0.02%
23,283
269
$1M 0.02%
8,264
270
$978K 0.02%
23,650
271
$977K 0.02%
12,234
272
$970K 0.02%
1,891
273
$966K 0.02%
31,636
274
$960K 0.02%
40,564
275
$955K 0.02%
2,545
9 10
11
12 13