BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$652M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$3.88M
3
+$2.06M
4
ESNT icon
Essent Group
ESNT
+$981K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$900K

Top Sells

1
+$5.25M
2
+$1.68M
3
+$1.16M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.14M
5
UBSI icon
United Bankshares
UBSI
+$1.1M

Sector Composition

1 Technology 9.35%
2 Financials 8.89%
3 Communication Services 7.45%
4 Healthcare 7.24%
5 Industrials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-6,040
377
– –
-14,250
378
– –
-2,763
379
– –
-17,040
380
– –
-10,585
381
– –
-58,848
382
– –
-13,320
383
– –
-10,709
384
– –
-19,184
385
$0 ﹤0.01%
+23,000
12 13 14 15
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