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
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$256K 0.02%
2,295
-586
377
$256K 0.02%
5,360
-354
378
$256K 0.02%
25,664
+1,640
379
$256K 0.02%
5,173
-2,085
380
$256K 0.02%
7,337
+2,117
381
$250K 0.02%
2,934
-3,056
382
$249K 0.02%
5,202
-654
383
$248K 0.02%
11,992
-4,620
384
$246K 0.02%
+6,332
385
$246K 0.02%
5,212
386
$246K 0.02%
+19,459
387
$245K 0.02%
5,350
-143
388
$243K 0.02%
+10,158
389
$242K 0.02%
8,049
-333
390
$240K 0.02%
9,760
+404
391
$239K 0.02%
3,720
392
$239K 0.02%
7,511
-486
393
$237K 0.02%
2,905
394
$236K 0.02%
1,637
-120
395
$235K 0.02%
26,200
-263
396
$233K 0.02%
8,868
-4,632
397
$233K 0.02%
5,811
+122
398
$233K 0.02%
1,013
+2
399
$231K 0.02%
2,250
-91
400
$230K 0.02%
8,424
+198
14 15
16
17 18