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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$282K 0.05%
5,511
+89
277
$281K 0.05%
2,473
+132
278
$280K 0.05%
+1,814
279
$279K 0.05%
6,406
+1,183
280
$278K 0.05%
4,940
+36
281
$273K 0.04%
7,231
-8,742
282
$269K 0.04%
+3,150
283
$269K 0.04%
3,673
+11
284
$269K 0.04%
13,320
+2,332
285
$268K 0.04%
+10,000
286
$265K 0.04%
1,277
+206
287
$264K 0.04%
+3,013
288
$259K 0.04%
+4,935
289
$258K 0.04%
11,460
-3,265
290
$257K 0.04%
+9,048
291
$257K 0.04%
9,929
-821
292
$256K 0.04%
1,830
-81
293
$253K 0.04%
3,530
-410
294
$251K 0.04%
3,211
+770
295
$250K 0.04%
+8,150
296
$250K 0.04%
+8,747
297
$246K 0.04%
+5,271
298
$245K 0.04%
6,573
299
$245K 0.04%
5,035
-122
300
$243K 0.04%
+3,255
10 11
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