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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$355K 0.04%
15,976
+906
302
$350K 0.04%
3,995
+1,374
303
$347K 0.04%
+4,052
304
$346K 0.04%
12,034
+404
305
$345K 0.04%
6,100
-1,716
306
$344K 0.04%
4,543
307
$343K 0.04%
18,885
-2,062
308
$338K 0.04%
+1,796
309
$337K 0.04%
2,139
+236
310
$337K 0.04%
2,473
311
$336K 0.04%
13,400
312
$334K 0.04%
4,444
+1,234
313
$332K 0.04%
1,353
-46
314
$329K 0.04%
2,745
315
$327K 0.04%
21,888
+11,730
316
$327K 0.04%
2,907
-90
317
$324K 0.04%
7,933
-105
318
$324K 0.04%
4,580
319
$323K 0.04%
3,586
-20
320
$323K 0.04%
8,753
321
$320K 0.03%
10,669
-1,428
322
$319K 0.03%
2,867
-362
323
$319K 0.03%
1,982
-200
324
$318K 0.03%
9,124
+398
325
$315K 0.03%
+3,780
11 12
13
14 15