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
$1.04B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.21M
3
+$4.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.41M
5
BA icon
Boeing
BA
+$2.73M

Top Sells

1
+$11M
2
+$4.18M
3
+$2.84M
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$2.14M
5
INWK
InnerWorkings, Inc.
INWK
+$1.82M

Sector Composition

1 Communication Services 12.6%
2 Technology 10.2%
3 Financials 8.2%
4 Industrials 7.02%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$376K 0.04%
5,780
+1,123
302
$376K 0.04%
6,185
+550
303
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304
$374K 0.04%
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+4,792
305
$373K 0.04%
6,277
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306
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2,681
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307
$370K 0.04%
6,295
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308
$369K 0.04%
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309
$365K 0.04%
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310
$363K 0.03%
45,467
311
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2,167
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312
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313
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314
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315
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12,331
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316
$356K 0.03%
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317
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318
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319
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321
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322
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10,954
+285
323
$349K 0.03%
7,442
+351
324
$346K 0.03%
1,982
325
$345K 0.03%
4,257
-313
11 12
13
14 15