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
$1.04B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.21M
3
+$4.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.41M
5
BA icon
Boeing
BA
+$2.73M

Top Sells

1
+$11M
2
+$4.18M
3
+$2.84M
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$2.14M
5
INWK
InnerWorkings, Inc.
INWK
+$1.82M

Sector Composition

1 Communication Services 12.6%
2 Technology 10.2%
3 Financials 8.2%
4 Industrials 7.02%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$311K 0.03%
3,720
+268
352
$311K 0.03%
6,178
+37
353
$311K 0.03%
+24,379
354
$311K 0.03%
3,216
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355
$311K 0.03%
3,291
-532
356
$308K 0.03%
5,220
+467
357
$304K 0.03%
605
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358
$304K 0.03%
7,264
-2,000
359
$303K 0.03%
+4,581
360
$301K 0.03%
+7,997
361
$300K 0.03%
9,356
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362
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7,255
363
$294K 0.03%
8,753
364
$290K 0.03%
3,419
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365
$290K 0.03%
+5,024
366
$289K 0.03%
4,872
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367
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368
$285K 0.03%
1,464
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369
$285K 0.03%
5,680
370
$283K 0.03%
+4,000
371
$283K 0.03%
+5,586
372
$282K 0.03%
12,600
373
$279K 0.03%
1,558
+32
374
$279K 0.03%
24,024
+3,360
375
$279K 0.03%
41,191
+21,131
13 14
15
16 17