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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$219K 0.02%
2,905
402
$215K 0.02%
1,975
+2
403
$215K 0.02%
2,962
-240
404
$214K 0.02%
+3,561
405
$213K 0.02%
8,100
+300
406
$213K 0.02%
+4,399
407
$213K 0.02%
10,000
408
$212K 0.02%
6,573
409
$212K 0.02%
3,843
-149
410
$211K 0.02%
2,964
411
$210K 0.02%
2,342
-42
412
$209K 0.02%
+1,442
413
$209K 0.02%
15,165
+145
414
$207K 0.02%
13,357
415
$206K 0.02%
+2,724
416
$205K 0.02%
+4,722
417
$205K 0.02%
+2,022
418
$205K 0.02%
1,286
-333
419
$204K 0.02%
2,641
-44
420
$203K 0.02%
+1,029
421
$202K 0.02%
+8,066
422
$202K 0.02%
+1,705
423
$173K 0.02%
+10,998
424
$158K 0.02%
11,089
+4
425
$156K 0.02%
+13,189
15 16
17
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