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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$657K 0.03%
11,236
+437
277
$654K 0.03%
21,058
-612
278
$642K 0.03%
890
+311
279
$635K 0.03%
27,304
280
$623K 0.03%
16,180
+5,116
281
$622K 0.03%
2,987
+262
282
$614K 0.03%
2,117
+1,005
283
$610K 0.03%
3,797
-550
284
$602K 0.03%
3,924
+652
285
$602K 0.03%
8,066
+3,885
286
$601K 0.03%
8,948
+43
287
$598K 0.03%
8,516
+1,945
288
$598K 0.03%
6,316
-1,468
289
$592K 0.03%
9,131
+5,116
290
$587K 0.03%
11,730
+750
291
$584K 0.03%
5,407
+154
292
$583K 0.03%
4,919
+446
293
$581K 0.03%
11,372
-2,061
294
$580K 0.03%
11,512
+3,374
295
$568K 0.03%
10,540
-400
296
$565K 0.03%
21,195
+440
297
$561K 0.03%
+26,247
298
$560K 0.03%
7,743
+2,808
299
$560K 0.03%
20,604
-1,308
300
$559K 0.03%
16,394
+2,177
10 11
12
13 14