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
$1.04B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.21M
3
+$4.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.41M
5
BA icon
Boeing
BA
+$2.73M

Top Sells

1
+$11M
2
+$4.18M
3
+$2.84M
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$2.14M
5
INWK
InnerWorkings, Inc.
INWK
+$1.82M

Sector Composition

1 Communication Services 12.6%
2 Technology 10.2%
3 Financials 8.2%
4 Industrials 7.02%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$278K 0.03%
8,925
377
$277K 0.03%
5,435
-125
378
$276K 0.03%
5,689
-644
379
$272K 0.03%
+6,943
380
$271K 0.03%
10,000
381
$269K 0.03%
8,242
382
$266K 0.03%
22,000
383
$265K 0.03%
1,011
+105
384
$265K 0.03%
+12,539
385
$263K 0.03%
5,020
+298
386
$263K 0.03%
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387
$260K 0.02%
3,886
388
$259K 0.02%
26,463
-1,383
389
$258K 0.02%
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390
$257K 0.02%
+1,404
391
$252K 0.02%
2,905
392
$250K 0.02%
+842
393
$249K 0.02%
3,490
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394
$247K 0.02%
3,311
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395
$244K 0.02%
+1,061
396
$244K 0.02%
756
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397
$243K 0.02%
8,382
-2,357
398
$242K 0.02%
+1,460
399
$241K 0.02%
2,340
+142
400
$240K 0.02%
2,340
14 15
16
17 18