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
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$228K 0.02%
12,600
402
$228K 0.02%
+4,188
403
$225K 0.02%
+8,200
404
$225K 0.02%
10,313
-2,395
405
$225K 0.02%
1,467
+3
406
$225K 0.02%
6,048
-3,522
407
$223K 0.02%
2,333
-208
408
$223K 0.02%
1,461
+1
409
$223K 0.02%
3,800
-200
410
$220K 0.02%
4,932
+787
411
$218K 0.02%
4,356
-1,230
412
$213K 0.02%
3,886
413
$212K 0.02%
10,000
414
$212K 0.02%
3,652
+43
415
$211K 0.02%
3,357
+45
416
$209K 0.02%
+5,798
417
$208K 0.02%
2,034
-133
418
$208K 0.02%
15,574
+86
419
$206K 0.02%
1,317
-543
420
$206K 0.02%
7,255
421
$205K 0.02%
39,811
+3,626
422
$205K 0.02%
8,753
423
$204K 0.02%
3,887
+297
424
$203K 0.02%
+4,305
425
$201K 0.02%
15,411
+1,688
15 16
17
18 19