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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$415K 0.05%
7,437
+278
277
$415K 0.05%
2,017
-28
278
$407K 0.04%
2,763
-549
279
$406K 0.04%
2,493
-34
280
$402K 0.04%
5,033
+2
281
$398K 0.04%
10,318
+2,284
282
$393K 0.04%
2,954
283
$392K 0.04%
16,836
284
$391K 0.04%
4,774
+1,778
285
$391K 0.04%
3,918
+850
286
$385K 0.04%
3,315
+35
287
$382K 0.04%
13,188
+469
288
$380K 0.04%
6,148
+1,152
289
$373K 0.04%
1,648
-4
290
$372K 0.04%
3,593
+915
291
$370K 0.04%
6,710
-1,020
292
$368K 0.04%
5,036
293
$367K 0.04%
9,555
-185
294
$367K 0.04%
+7,915
295
$366K 0.04%
7,554
-800
296
$364K 0.04%
1,970
+232
297
$363K 0.04%
26,514
298
$361K 0.04%
4,193
+1,506
299
$359K 0.04%
+7,412
300
$355K 0.04%
2,642
+371
10 11
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