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
$480M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.68M
3
+$4.04M
4
ABBV icon
AbbVie
ABBV
+$3.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M

Top Sells

1
+$1.44M
2
+$747K
3
+$677K
4
VTV icon
Vanguard Value ETF
VTV
+$672K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$652K

Sector Composition

1 Communication Services 10.33%
2 Financials 9.89%
3 Technology 8.69%
4 Healthcare 7.69%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$234K 0.05%
1,040
-106
277
$231K 0.05%
+1,494
278
$230K 0.05%
+4,733
279
$230K 0.05%
2,827
-14
280
$229K 0.05%
+2,493
281
$228K 0.05%
2,229
-51
282
$226K 0.05%
+1,292
283
$224K 0.05%
13,253
+72
284
$221K 0.05%
4,372
-85
285
$220K 0.05%
+5,614
286
$220K 0.05%
+3,293
287
$216K 0.05%
+7,443
288
$213K 0.04%
16,395
+220
289
$211K 0.04%
+1,701
290
$211K 0.04%
3,336
-443
291
$210K 0.04%
5,177
-550
292
$209K 0.04%
+657
293
$209K 0.04%
+5,818
294
$209K 0.04%
4,854
+174
295
$207K 0.04%
6,064
296
$204K 0.04%
+7,844
297
$204K 0.04%
+3,488
298
$203K 0.04%
3,399
-2,155
299
$203K 0.04%
+4,456
300
$202K 0.04%
+2,476
10 11
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