BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Return
15.74%
This Quarter Return
+3.71%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$618M
AUM Growth
+$104M
(+20%)
Cap. Flow
+$91.8M
Cap. Flow
% of AUM
14.85%
Top 10 Holdings %
Top 10 Hldgs %
32%
Holding
375
New
64
Increased
175
Reduced
90
Closed
17
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$18.5M |
| 2 |
Norfolk Southern
NSC
|
+$7.83M |
| 3 |
Boeing
BA
|
+$3.9M |
| 4 |
Apple
AAPL
|
+$3.4M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$3.22M |
Top Sells
| 1 |
Vanguard Extended Market ETF
VXF
|
+$3.22M |
| 2 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$669K |
| 3 |
MON
Monsanto Co
MON
|
+$660K |
| 4 |
TWX
Time Warner Inc
TWX
|
+$550K |
| 5 |
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% |
