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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$368K 0.02%
4,001
-143
377
$366K 0.02%
4,226
-631
378
$365K 0.02%
4,277
+1,049
379
$362K 0.02%
+3,549
380
$361K 0.02%
6,987
-1,037
381
$357K 0.02%
1,570
+471
382
$356K 0.02%
37,699
+159
383
$355K 0.02%
3,702
+2
384
$355K 0.02%
4,907
-100
385
$355K 0.02%
20,000
+8,000
386
$354K 0.02%
+6,431
387
$353K 0.02%
5,680
388
$353K 0.02%
2,941
-48
389
$352K 0.02%
+2,524
390
$348K 0.02%
1,083
+83
391
$347K 0.02%
29,258
+619
392
$344K 0.02%
+1,727
393
$344K 0.02%
+18,352
394
$343K 0.02%
3,157
-600
395
$340K 0.02%
26,514
396
$339K 0.02%
5,494
+320
397
$336K 0.02%
5,360
-2,004
398
$335K 0.02%
1,927
-24
399
$334K 0.02%
5,239
+4
400
$331K 0.02%
14,072
14 15
16
17 18