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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$249K 0.03%
3,208
+530
377
$248K 0.03%
22,333
+9,237
378
$246K 0.03%
+5,680
379
$245K 0.03%
22,000
380
$244K 0.03%
+3,620
381
$243K 0.03%
931
+73
382
$241K 0.03%
3,601
+357
383
$240K 0.03%
23,458
+9,961
384
$240K 0.03%
20,411
+2,310
385
$238K 0.03%
+1,855
386
$237K 0.03%
5,281
+90
387
$237K 0.03%
3,886
388
$235K 0.03%
3,245
+135
389
$234K 0.03%
+1,702
390
$233K 0.03%
+2,516
391
$231K 0.03%
+2,549
392
$229K 0.02%
+4,422
393
$228K 0.02%
12,600
394
$228K 0.02%
4,823
+423
395
$228K 0.02%
2,469
+91
396
$227K 0.02%
2,236
-1,736
397
$222K 0.02%
+3,172
398
$222K 0.02%
5,096
-656
399
$221K 0.02%
+1,359
400
$220K 0.02%
1,437
-870
14 15
16
17 18