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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$87K 0.01%
10,000
352
$71K 0.01%
32,085
353
$64K 0.01%
10,000
354
$42K 0.01%
14,877
+1,948
355
$20K ﹤0.01%
+10,000
356
$18K ﹤0.01%
+2,063
357
$17K ﹤0.01%
2,143
358
$13K ﹤0.01%
+28
359
– –
-2,496
360
– –
-1,720
361
– –
-7,275
362
– –
-4,339
363
– –
-5,818
364
– –
-2,944
365
– –
-1,656
366
– –
-14,914
367
– –
-11,254
368
– –
-3,015
369
– –
-5,816
370
– –
-5,659
371
– –
-26,145
372
– –
-2,369
373
– –
-35,350
374
– –
-6,633
375
– –
-10,918
11 12 13 14
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