BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Return
15.74%
This Quarter Return
+4.48%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$5.5B
AUM Growth
-$2.56M
(-0.05%)
Cap. Flow
-$3.15M
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
59.24%
Holding
626
New
–
Increased
–
Reduced
4
Closed
2
Top Buys
No buys this quarter
Top Sells
| 1 |
Linde
LIN
|
$1.81M |
| 2 |
SIVB
SVB Financial Group
SIVB
|
$746K |
| 3 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
$265K |
| 4 |
GE Aerospace
GE
|
$216K |
| 5 |
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% |
