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
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.7M
3
+$11.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.29M

Top Sells

1
+$47.4M
2
+$22.3M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$5.1M

Sector Composition

1 Technology 10.05%
2 Communication Services 7.97%
3 Industrials 7.36%
4 Consumer Discretionary 6.12%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$206K 0.02%
3,978
-378
377
$203K 0.02%
+1,469
378
$201K 0.02%
1,590
-705
379
$201K 0.02%
7,255
380
$201K 0.02%
+8,655
381
$199K 0.02%
13,357
382
$177K 0.02%
14,398
383
$173K 0.02%
+10,583
384
$165K 0.02%
28,838
385
$165K 0.02%
10,000
386
$156K 0.01%
+10,301
387
$150K 0.01%
24,613
+5,174
388
$148K 0.01%
11,475
389
$134K 0.01%
5,096
+1,866
390
$122K 0.01%
10,000
391
$115K 0.01%
11,531
-11,000
392
$115K 0.01%
32,085
393
$113K 0.01%
22,963
394
$113K 0.01%
1,931
-3,242
395
$88K 0.01%
10,060
396
$87K 0.01%
2,739
+72
397
$71K 0.01%
+26,280
398
$61K 0.01%
10,775
+240
399
$54K 0.01%
5,667
+267
400
$22K ﹤0.01%
+2,000
14 15
16
17 18