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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$551K 0.03%
2,249
+186
302
$550K 0.03%
2,192
+9
303
$548K 0.03%
8,219
+1,306
304
$547K 0.03%
28,792
-2,866
305
$545K 0.03%
8,076
+750
306
$540K 0.03%
2,676
+145
307
$538K 0.03%
9,689
+1,374
308
$531K 0.03%
4,690
-600
309
$531K 0.03%
3,784
-51
310
$530K 0.03%
60,324
+17,029
311
$525K 0.03%
3,252
+320
312
$511K 0.03%
5,500
+620
313
$510K 0.03%
3,423
-11,917
314
$506K 0.03%
8,550
+360
315
$503K 0.03%
1,651
-512
316
$499K 0.03%
4,858
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317
$497K 0.03%
7,796
-20
318
$496K 0.03%
9,152
+1,075
319
$492K 0.03%
8,480
320
$489K 0.03%
30,875
321
$485K 0.03%
3,057
+35
322
$480K 0.03%
10,443
+2,133
323
$480K 0.03%
7,958
+1,069
324
$476K 0.03%
6,322
+1,367
325
$476K 0.03%
16,132
+1,495
11 12
13
14 15