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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$571K 0.01%
14,596
352
$567K 0.01%
10,367
353
$566K 0.01%
1,648
354
$565K 0.01%
16,183
355
$561K 0.01%
8,389
356
$554K 0.01%
4,187
357
$552K 0.01%
5,243
358
$552K 0.01%
3,496
359
$551K 0.01%
4,839
360
$551K 0.01%
6,475
361
$547K 0.01%
5,058
362
$546K 0.01%
8,670
363
$535K 0.01%
2,570
364
$535K 0.01%
981
365
$534K 0.01%
3,178
366
$528K 0.01%
4,139
367
$527K 0.01%
7,664
368
$526K 0.01%
9,918
369
$521K 0.01%
10,530
370
$521K 0.01%
10,332
371
$519K 0.01%
11,482
372
$518K 0.01%
5,204
373
$517K 0.01%
8,151
374
$512K 0.01%
3,689
375
$509K 0.01%
3,487
13 14
15
16 17