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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$507K 0.01%
4,316
377
$505K 0.01%
3,659
378
$496K 0.01%
25,000
379
$490K 0.01%
10,123
380
$489K 0.01%
8,861
381
$488K 0.01%
17,600
382
$488K 0.01%
8,900
383
$485K 0.01%
1,429
384
$481K 0.01%
9,407
385
$481K 0.01%
3,647
386
$480K 0.01%
10,710
387
$476K 0.01%
3,950
388
$476K 0.01%
7,484
389
$474K 0.01%
5,649
390
$471K 0.01%
13,474
391
$470K 0.01%
27,922
392
$469K 0.01%
5,466
393
$464K 0.01%
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394
$464K 0.01%
12,301
395
$463K 0.01%
6,049
396
$459K 0.01%
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397
$459K 0.01%
37,692
398
$456K 0.01%
16,964
399
$455K 0.01%
15,846
400
$454K 0.01%
184
14 15
16
17 18