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
$652M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$3.96M
3
+$2.08M
4
ESNT icon
Essent Group
ESNT
+$1.06M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$889K

Top Sells

1
+$5.21M
2
+$1.68M
3
+$1.19M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.15M
5
UBSI icon
United Bankshares
UBSI
+$1.1M

Sector Composition

1 Technology 9.35%
2 Financials 8.89%
3 Communication Services 7.45%
4 Healthcare 7.24%
5 Industrials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$251K 0.04%
938
-511
302
$251K 0.04%
+1,763
303
$250K 0.04%
13,645
+1
304
$250K 0.04%
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305
$247K 0.04%
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306
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6,682
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307
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10,623
-3,076
308
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310
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6,573
311
$242K 0.04%
3,237
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312
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+8,449
313
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4,661
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314
$237K 0.04%
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315
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118
316
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317
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319
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320
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22,608
321
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10,000
322
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323
$229K 0.04%
4,905
-1,501
324
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2,286
-681
325
$228K 0.04%
6,623
11 12
13
14 15