BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$655M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$12.9M
3
+$12.3M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$10.2M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$8.77M

Top Sells

1
+$4.13M
2
+$3.83M
3
+$1.3M
4
ESNT icon
Essent Group
ESNT
+$1.06M
5
PX
Praxair Inc
PX
+$656K

Sector Composition

1 Financials 8.16%
2 Technology 7.79%
3 Industrials 7.01%
4 Healthcare 6.67%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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365
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373
$0 ﹤0.01%
23,000
374
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375
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