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
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$365K 0.04%
6,648
+368
302
$363K 0.04%
4,911
+63
303
$363K 0.04%
+1,480
304
$360K 0.03%
+5,055
305
$357K 0.03%
14,478
+250
306
$353K 0.03%
9,663
-3,352
307
$350K 0.03%
6,161
+6
308
$347K 0.03%
7,784
+1,756
309
$344K 0.03%
11,757
+33
310
$344K 0.03%
4,407
+743
311
$344K 0.03%
1,447
-346
312
$343K 0.03%
7,943
-6,680
313
$342K 0.03%
5,433
+26
314
$339K 0.03%
771
+166
315
$339K 0.03%
+7,725
316
$339K 0.03%
3,413
-233
317
$339K 0.03%
16,274
+2,515
318
$338K 0.03%
6,994
+39
319
$337K 0.03%
4,920
-444
320
$335K 0.03%
+8,423
321
$335K 0.03%
7,427
-249
322
$334K 0.03%
10,980
-930
323
$333K 0.03%
18,610
-10,675
324
$331K 0.03%
+13,705
325
$329K 0.03%
13,943
+6,535
11 12
13
14 15