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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$652K 0.01%
7,131
327
$651K 0.01%
4,600
328
$647K 0.01%
54,474
329
$646K 0.01%
46,217
330
$638K 0.01%
18,670
331
$637K 0.01%
8,001
332
$634K 0.01%
8,765
333
$634K 0.01%
3,831
334
$632K 0.01%
31,105
335
$627K 0.01%
4,613
336
$626K 0.01%
10,177
337
$621K 0.01%
7,380
338
$619K 0.01%
9,302
339
$618K 0.01%
2,803
340
$618K 0.01%
8,862
341
$618K 0.01%
8,284
342
$604K 0.01%
14,742
343
$603K 0.01%
8,831
344
$600K 0.01%
33,678
345
$597K 0.01%
8,276
346
$597K 0.01%
5,163
347
$590K 0.01%
10,645
348
$583K 0.01%
8,533
349
$578K 0.01%
7,761
350
$576K 0.01%
3,755
12 13
14
15 16