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
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$285K 0.03%
13,855
+1,002
352
$283K 0.03%
6,952
-490
353
$282K 0.03%
16,531
+11
354
$281K 0.03%
2,745
355
$277K 0.03%
875
+33
356
$277K 0.03%
6,087
-1,397
357
$277K 0.03%
+2,753
358
$277K 0.03%
5,682
-595
359
$276K 0.03%
59,943
-2,000
360
$275K 0.03%
12,080
+1,126
361
$274K 0.03%
1,205
-40
362
$272K 0.03%
6,180
-4,040
363
$268K 0.03%
1,579
+26
364
$267K 0.03%
3,961
+368
365
$267K 0.03%
+4,739
366
$267K 0.03%
5,859
+987
367
$266K 0.03%
8,014
-915
368
$265K 0.03%
17,706
+6,084
369
$262K 0.03%
22,000
370
$261K 0.03%
3,792
+576
371
$258K 0.02%
12,331
372
$258K 0.02%
2,085
+513
373
$258K 0.02%
5,891
+211
374
$257K 0.02%
18,025
-3,734
375
$257K 0.02%
26,437
-10,253
13 14
15
16 17