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
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.7M
3
+$11.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.29M

Top Sells

1
+$47.4M
2
+$22.3M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$5.1M

Sector Composition

1 Technology 10.05%
2 Communication Services 7.97%
3 Industrials 7.36%
4 Consumer Discretionary 6.12%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$244K 0.02%
+10,279
352
$244K 0.02%
+3,564
353
$242K 0.02%
1,257
-210
354
$240K 0.02%
5,790
-8
355
$239K 0.02%
4,305
356
$239K 0.02%
+3,930
357
$239K 0.02%
+4,581
358
$238K 0.02%
2,974
-1,937
359
$233K 0.02%
+575
360
$232K 0.02%
8,972
-4,883
361
$229K 0.02%
4,396
-8,967
362
$223K 0.02%
1,312
-325
363
$223K 0.02%
5,787
-261
364
$219K 0.02%
+5,971
365
$218K 0.02%
2,462
-2,684
366
$215K 0.02%
8,304
-564
367
$214K 0.02%
3,090
-267
368
$211K 0.02%
15,695
+121
369
$211K 0.02%
+478
370
$210K 0.02%
12,162
-5,544
371
$209K 0.02%
5,397
-414
372
$208K 0.02%
1,202
-7,776
373
$208K 0.02%
+12,505
374
$208K 0.02%
15,255
-8,358
375
$208K 0.02%
4,065
-1,826
13 14
15
16 17