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
$1.04B
AUM Growth
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$417K 0.04%
33,000
277
$416K 0.04%
8,236
+565
278
$414K 0.04%
12,103
-7,248
279
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+8,625
280
$402K 0.04%
7,495
-753
281
$400K 0.04%
+7,526
282
$395K 0.04%
4,567
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283
$392K 0.04%
422
-14
284
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5,320
-305
285
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5,829
-5,029
286
$390K 0.04%
5,019
+212
287
$389K 0.04%
3,192
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288
$385K 0.04%
12,485
-1,669
289
$384K 0.04%
23,452
+6,596
290
$381K 0.04%
29,588
+13,112
291
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3,175
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292
$380K 0.04%
4,861
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293
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4,649
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294
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4,289
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295
$374K 0.04%
7,680
-4,825
296
$372K 0.04%
4,981
297
$370K 0.04%
2,449
+253
298
$370K 0.04%
6,546
-1,348
299
$369K 0.04%
5,146
-869
300
$366K 0.04%
+18,275
10 11
12
13 14