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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$290K 0.03%
10,751
+451
352
$290K 0.03%
6,780
-928
353
$286K 0.03%
4,848
-353
354
$284K 0.03%
3,112
355
$282K 0.03%
+2,789
356
$280K 0.03%
+7,505
357
$279K 0.03%
+19,050
358
$277K 0.03%
26,656
+3,848
359
$276K 0.03%
+9,329
360
$269K 0.03%
8,098
+772
361
$269K 0.03%
10,000
362
$265K 0.03%
2,237
-314
363
$263K 0.03%
666
-74
364
$263K 0.03%
28,454
+2,256
365
$262K 0.03%
4,987
-100
366
$262K 0.03%
+5,243
367
$261K 0.03%
+1,526
368
$259K 0.03%
+6,800
369
$257K 0.03%
+39,985
370
$256K 0.03%
7,494
+1,559
371
$255K 0.03%
3,292
-36
372
$253K 0.03%
8,242
373
$253K 0.03%
+705
374
$252K 0.03%
1,277
+7
375
$250K 0.03%
4,871
+179
13 14
15
16 17