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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$243K 0.04%
+8,800
302
$243K 0.04%
13,644
+37
303
$241K 0.04%
+2,235
304
$240K 0.04%
+4,399
305
$239K 0.04%
118
+22
306
$237K 0.04%
2,583
-1,278
307
$236K 0.04%
2,970
-11
308
$235K 0.04%
5,463
+420
309
$234K 0.04%
+806
310
$234K 0.04%
+1,702
311
$234K 0.04%
+4,103
312
$231K 0.04%
2,187
313
$230K 0.04%
3,272
+460
314
$230K 0.04%
1,630
-230
315
$229K 0.04%
+4,822
316
$228K 0.04%
+6,064
317
$227K 0.04%
6,623
318
$227K 0.04%
3,084
-1,820
319
$226K 0.04%
2,759
320
$222K 0.04%
6,208
321
$222K 0.04%
+10,585
322
$221K 0.04%
5,004
+378
323
$221K 0.04%
+10,709
324
$220K 0.04%
+2,563
325
$220K 0.04%
6,040
-2,824
11 12
13
14 15