BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.02M
3
+$8.33M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.71M
5
VAW icon
Vanguard Materials ETF
VAW
+$6.65M

Top Sells

1
+$18.9M
2
+$3.68M
3
+$3.44M
4
CFR icon
Cullen/Frost Bankers
CFR
+$3.04M
5
LMT icon
Lockheed Martin
LMT
+$2.28M

Sector Composition

1 Technology 8.43%
2 Financials 8.04%
3 Healthcare 6.72%
4 Communication Services 5.68%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
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