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
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.21M
3
+$4.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.41M
5
BA icon
Boeing
BA
+$2.73M

Top Sells

1
+$11M
2
+$4.18M
3
+$2.84M
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$2.14M
5
INWK
InnerWorkings, Inc.
INWK
+$1.82M

Sector Composition

1 Communication Services 12.6%
2 Technology 10.2%
3 Financials 8.2%
4 Industrials 7.02%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$239K 0.02%
6,573
402
$239K 0.02%
+2,919
403
$238K 0.02%
2,769
404
$238K 0.02%
3,680
405
$236K 0.02%
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+38
406
$235K 0.02%
4,871
407
$233K 0.02%
3,609
+48
408
$232K 0.02%
+2,844
409
$230K 0.02%
27,061
410
$229K 0.02%
13,723
-1,809
411
$228K 0.02%
+3,720
412
$227K 0.02%
+4,658
413
$227K 0.02%
1,689
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414
$226K 0.02%
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-19
415
$226K 0.02%
2,022
416
$225K 0.02%
+3,590
417
$224K 0.02%
+11,622
418
$224K 0.02%
2,000
-2,100
419
$221K 0.02%
15,488
+184
420
$220K 0.02%
4,204
-1,164
421
$219K 0.02%
1,981
422
$219K 0.02%
1,572
-79
423
$219K 0.02%
+5,110
424
$218K 0.02%
4,559
+36
425
$218K 0.02%
9,695
15 16
17
18 19