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
$655M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$11.5M
3
+$11.1M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$9.51M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$8.12M

Top Sells

1
+$4.11M
2
+$3.47M
3
+$1.3M
4
ESNT icon
Essent Group
ESNT
+$1.06M
5
PX
Praxair Inc
PX
+$656K

Sector Composition

1 Financials 8.16%
2 Technology 7.79%
3 Industrials 7.01%
4 Healthcare 6.67%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$286K 0.04%
8,538
-8,695
277
$285K 0.04%
8,705
278
$285K 0.04%
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279
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280
$277K 0.04%
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281
$277K 0.04%
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+1,215
282
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283
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284
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285
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286
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2,216
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287
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288
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289
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290
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291
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292
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293
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294
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295
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296
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297
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3,898
-2,025
298
$244K 0.04%
4,399
299
$243K 0.04%
808
-38
300
$241K 0.04%
3,025
+196
10 11
12
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