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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$793K 0.01%
5,203
302
$788K 0.01%
2,531
303
$785K 0.01%
2,548
304
$778K 0.01%
15,886
305
$774K 0.01%
7,950
306
$772K 0.01%
30,775
307
$768K 0.01%
11,489
-3,228
308
$760K 0.01%
10,591
309
$760K 0.01%
8,182
310
$755K 0.01%
6,176
311
$746K 0.01%
218,086
312
$732K 0.01%
24,349
313
$730K 0.01%
4,652
314
$729K 0.01%
10,940
315
$722K 0.01%
50,092
316
$703K 0.01%
7,522
317
$699K 0.01%
2,018
318
$698K 0.01%
23,720
319
$696K 0.01%
28,284
320
$692K 0.01%
13,783
321
$684K 0.01%
35,450
322
$676K 0.01%
55,972
323
$676K 0.01%
7,836
324
$660K 0.01%
4,977
325
$654K 0.01%
3,891
11 12
13
14 15