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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$414K 0.02%
12,331
352
$414K 0.02%
4,835
+21
353
$412K 0.02%
6,882
+1,734
354
$411K 0.02%
+6,825
355
$410K 0.02%
22,999
+1,373
356
$408K 0.02%
2,745
357
$404K 0.02%
5,152
358
$402K 0.02%
3,343
-650
359
$402K 0.02%
+20,000
360
$399K 0.02%
+14,137
361
$398K 0.02%
3,285
362
$394K 0.02%
2,254
+54
363
$392K 0.02%
6,729
+383
364
$392K 0.02%
7,602
+75
365
$390K 0.02%
63,032
+2,000
366
$390K 0.02%
4,992
+531
367
$390K 0.02%
3,435
-430
368
$389K 0.02%
2,059
+154
369
$389K 0.02%
4,401
+840
370
$380K 0.02%
7,070
+250
371
$378K 0.02%
+8,149
372
$378K 0.02%
9,146
+26
373
$378K 0.02%
7,984
+61
374
$378K 0.02%
+7,801
375
$372K 0.02%
5,478
+1,173
13 14
15
16 17