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
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.7M
3
+$11.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.29M

Top Sells

1
+$47.4M
2
+$22.3M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$5.1M

Sector Composition

1 Technology 10.05%
2 Communication Services 7.97%
3 Industrials 7.36%
4 Consumer Discretionary 6.12%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$364K 0.03%
4,194
-726
277
$361K 0.03%
8,851
-2,906
278
$361K 0.03%
5,424
-1,224
279
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280
$358K 0.03%
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281
$353K 0.03%
5,152
-281
282
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8,682
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283
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15,578
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284
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-41
285
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3,932
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286
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287
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288
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16,511
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289
$341K 0.03%
13,991
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290
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291
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292
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25,023
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293
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294
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295
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296
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10,895
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297
$330K 0.03%
9,942
-371
298
$329K 0.03%
5,876
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299
$329K 0.03%
+1,734
300
$319K 0.03%
3,720
10 11
12
13 14