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
$480M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.68M
3
+$4.04M
4
ABBV icon
AbbVie
ABBV
+$3.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M

Top Sells

1
+$1.44M
2
+$747K
3
+$677K
4
VTV icon
Vanguard Value ETF
VTV
+$672K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$652K

Sector Composition

1 Communication Services 10.33%
2 Financials 9.89%
3 Technology 8.69%
4 Healthcare 7.69%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$201K 0.04%
2,369
-324
302
$201K 0.04%
+1,720
303
$201K 0.04%
2,367
-174
304
$199K 0.04%
14,296
+200
305
$193K 0.04%
+11,174
306
$154K 0.03%
2,111
307
$149K 0.03%
12,232
-1
308
$134K 0.03%
26,145
+342
309
$132K 0.03%
5,286
+6
310
$110K 0.02%
15,121
+540
311
$100K 0.02%
+10,000
312
$87K 0.02%
10,113
313
$76K 0.02%
32,085
314
$66K 0.01%
14,244
315
$33K 0.01%
10,000
-40,000
316
$31K 0.01%
12,987
+692
317
– –
0
318
– –
-5,552
319
– –
-22,041
320
– –
-7,600
321
– –
-3,416
322
– –
-5,405
323
– –
-2,518
324
– –
-2,204
325
– –
-4,575
10 11 12
13
14