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
$655M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$11.5M
3
+$11.1M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$9.51M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$8.12M

Top Sells

1
+$4.11M
2
+$3.47M
3
+$1.3M
4
ESNT icon
Essent Group
ESNT
+$1.06M
5
PX
Praxair Inc
PX
+$656K

Sector Composition

1 Financials 8.16%
2 Technology 7.79%
3 Industrials 7.01%
4 Healthcare 6.67%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$241K 0.04%
14,615
302
$239K 0.04%
+1,861
303
$237K 0.04%
8,753
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304
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+11,455
305
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306
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307
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308
$229K 0.04%
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309
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310
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311
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312
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313
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314
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20,431
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315
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316
$211K 0.03%
4,538
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317
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319
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320
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321
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322
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4,603
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323
$206K 0.03%
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324
$204K 0.03%
3,455
+133
325
$203K 0.03%
118
11 12
13
14 15