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
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$329K 0.03%
+1,994
327
$328K 0.03%
6,950
-805
328
$327K 0.03%
9,864
-507
329
$323K 0.03%
+5,038
330
$321K 0.03%
6,130
-150
331
$320K 0.03%
8,876
+368
332
$317K 0.03%
26,514
333
$317K 0.03%
2,974
+455
334
$317K 0.03%
1,428
+24
335
$315K 0.03%
8,480
336
$312K 0.03%
8,865
-113
337
$312K 0.03%
5,778
-86
338
$312K 0.03%
9,553
+485
339
$312K 0.03%
5,253
-143
340
$311K 0.03%
9,235
+3,057
341
$310K 0.03%
+14,200
342
$305K 0.03%
3,085
-1,328
343
$302K 0.03%
4,580
344
$296K 0.03%
23,613
+7,990
345
$295K 0.03%
1,982
346
$295K 0.03%
10,143
+1,288
347
$290K 0.03%
2,147
-534
348
$289K 0.03%
2,000
349
$285K 0.03%
18,658
-11,177
350
$285K 0.03%
7,054
12 13
14
15 16