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
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.7M
3
+$11.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.29M

Top Sells

1
+$47.4M
2
+$22.3M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$5.1M

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
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-41,535
407
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408
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-1,317
409
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410
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-19,668
411
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412
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-4,932
413
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414
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-875
415
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-9,235
416
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-39,914
417
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-18,658
418
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-22,000
419
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-7,725
420
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-12,659
421
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-10,436
422
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-6,332
423
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-31,394
424
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425
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-11,746
15 16
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18 19