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
$652M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$3.96M
3
+$2.08M
4
ESNT icon
Essent Group
ESNT
+$1.06M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$889K

Top Sells

1
+$5.21M
2
+$1.68M
3
+$1.19M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.15M
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
– –
-1,814
377
– –
-3,510
378
– –
-4,566
379
– –
-2,460
380
– –
-7,231
381
– –
-1,399
382
– –
-3,013
383
– –
-1,839
384
– –
-30,120
385
– –
-14,877
12 13 14 15
16