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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$952K 0.02%
25,759
277
$951K 0.02%
13,238
278
$939K 0.02%
12,219
279
$931K 0.02%
1,478
280
$924K 0.02%
2,266
281
$920K 0.02%
1,298
282
$917K 0.02%
43,338
283
$907K 0.02%
9,351
284
$900K 0.02%
77,372
285
$899K 0.02%
16,023
286
$889K 0.02%
21,405
287
$867K 0.02%
5,066
288
$862K 0.02%
37,952
289
$861K 0.02%
32,178
290
$857K 0.02%
34,864
291
$847K 0.02%
15,060
292
$847K 0.02%
27,828
293
$843K 0.02%
10,278
294
$842K 0.02%
8,830
295
$837K 0.02%
28,795
296
$836K 0.02%
34,444
297
$822K 0.01%
3,192
298
$821K 0.01%
7,268
299
$813K 0.01%
8,563
300
$795K 0.01%
4,238
10 11
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