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
$1.04B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.21M
3
+$4.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.41M
5
BA icon
Boeing
BA
+$2.73M

Top Sells

1
+$11M
2
+$4.18M
3
+$2.84M
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$2.14M
5
INWK
InnerWorkings, Inc.
INWK
+$1.82M

Sector Composition

1 Communication Services 12.6%
2 Technology 10.2%
3 Financials 8.2%
4 Industrials 7.02%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$342K 0.03%
2,726
327
$341K 0.03%
1,860
-3
328
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329
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162
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333
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337
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343
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345
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346
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347
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348
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7,460
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349
$314K 0.03%
1,553
350
$312K 0.03%
16,476
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12 13
14
15 16