BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.7M
3
+$11.8M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.26M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.98M

Top Sells

1
+$43.6M
2
+$18.9M
3
+$10M
4
AMZN icon
Amazon
AMZN
+$6.11M
5
MSFT icon
Microsoft
MSFT
+$4.55M

Sector Composition

1 Technology 10.05%
2 Communication Services 7.97%
3 Industrials 7.36%
4 Consumer Discretionary 6.12%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$22K ﹤0.01%
+350
402
$15K ﹤0.01%
30,000
403
$13K ﹤0.01%
+2,548
404
$10K ﹤0.01%
+54
405
$2K ﹤0.01%
10,000
406
– –
-31,394
407
– –
-7,526
408
– –
-11,746
409
– –
-2,085
410
– –
-8,200
411
– –
-41,535
412
– –
-125
413
– –
-1,317
414
– –
-5,350
415
– –
-19,668
416
– –
-2,905
417
– –
-4,932
418
– –
-11,152
419
– –
-875
420
– –
-9,235
421
– –
-39,914
422
– –
-18,658
423
– –
-22,000
424
– –
-7,725
425
– –
-12,659
15 16
17
18 19