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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$314K 0.03%
27,161
327
$313K 0.03%
+668
328
$313K 0.03%
18,207
+559
329
$311K 0.03%
7,033
-77
330
$311K 0.03%
1,103
-31
331
$311K 0.03%
17,384
+2,148
332
$309K 0.03%
8,535
+3
333
$308K 0.03%
+38,951
334
$308K 0.03%
8,705
335
$307K 0.03%
7,414
+11
336
$302K 0.03%
161
+43
337
$302K 0.03%
+2,101
338
$302K 0.03%
9,752
+235
339
$301K 0.03%
+7,280
340
$301K 0.03%
5,714
341
$301K 0.03%
+4,830
342
$300K 0.03%
1,713
+162
343
$299K 0.03%
1,279
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344
$297K 0.03%
7,418
+1,818
345
$297K 0.03%
+1,553
346
$296K 0.03%
5,963
+252
347
$296K 0.03%
4,865
-2,565
348
$294K 0.03%
5,560
+396
349
$291K 0.03%
4,477
+973
350
$291K 0.03%
+5,985
12 13
14
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