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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$219K 0.04%
4,180
-234
327
$219K 0.04%
+4,796
328
$218K 0.04%
+1,399
329
$218K 0.04%
+1,839
330
$218K 0.04%
2,025
331
$216K 0.04%
3,004
+1
332
$215K 0.03%
+975
333
$214K 0.03%
+22,608
334
$213K 0.03%
+1,988
335
$212K 0.03%
+3,932
336
$211K 0.03%
+886
337
$211K 0.03%
5,383
+198
338
$208K 0.03%
3,594
+19
339
$207K 0.03%
+2,803
340
$206K 0.03%
13,357
341
$206K 0.03%
+2,460
342
$204K 0.03%
1,733
-27,385
343
$202K 0.03%
+8,298
344
$201K 0.03%
+2,763
345
$197K 0.03%
8,201
+2,522
346
$191K 0.03%
14,557
+150
347
$186K 0.03%
12,383
+380
348
$134K 0.02%
12,131
-1,898
349
$122K 0.02%
12,233
350
$90K 0.01%
+2,111
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