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
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.7M
3
+$11.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.29M

Top Sells

1
+$47.4M
2
+$22.3M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$5.1M

Sector Composition

1 Technology 10.05%
2 Communication Services 7.97%
3 Industrials 7.36%
4 Consumer Discretionary 6.12%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$278K 0.03%
3,144
+210
327
$277K 0.03%
5,360
328
$274K 0.03%
1,826
-208
329
$273K 0.03%
6,465
-487
330
$272K 0.03%
+4,550
331
$270K 0.03%
2,200
-50
332
$267K 0.03%
+2,435
333
$267K 0.03%
19,712
+253
334
$267K 0.03%
119,833
-10,000
335
$265K 0.03%
+8,728
336
$261K 0.02%
+5,233
337
$261K 0.02%
5,400
-282
338
$260K 0.02%
7,511
339
$260K 0.02%
4,622
-1,237
340
$260K 0.02%
3,886
341
$258K 0.02%
3,561
-91
342
$257K 0.02%
1,404
-24
343
$256K 0.02%
37,107
-2,704
344
$253K 0.02%
+2,997
345
$253K 0.02%
871
-576
346
$252K 0.02%
7,444
-605
347
$251K 0.02%
25,828
-609
348
$248K 0.02%
+7,545
349
$248K 0.02%
20,100
-6,100
350
$245K 0.02%
8,049
-1,504
12 13
14
15 16