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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$475K 0.02%
11,875
-32,017
327
$474K 0.02%
3,352
+86
328
$472K 0.02%
33,000
329
$464K 0.02%
10,062
+449
330
$461K 0.02%
+3,173
331
$460K 0.02%
15,264
+52
332
$459K 0.02%
6,715
-6,618
333
$455K 0.02%
12,632
+1,511
334
$452K 0.02%
15,193
+987
335
$452K 0.02%
3,019
+453
336
$450K 0.02%
6,440
-18,679
337
$449K 0.02%
9,629
+1,056
338
$446K 0.02%
5,165
+600
339
$446K 0.02%
4,783
-1,042
340
$443K 0.02%
16,430
+37
341
$442K 0.02%
2,272
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342
$440K 0.02%
7,346
343
$438K 0.02%
+6,315
344
$434K 0.02%
10,237
-320
345
$427K 0.02%
9,610
-263
346
$427K 0.02%
15,400
+1,600
347
$426K 0.02%
+6,196
348
$426K 0.02%
6,160
-35
349
$422K 0.02%
408
-3
350
$418K 0.02%
6,967
-4
12 13
14
15 16