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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$328K 0.02%
5,452
+307
402
$328K 0.02%
1,388
+47
403
$327K 0.02%
4,548
-100
404
$324K 0.02%
3,677
+719
405
$324K 0.02%
11,059
+440
406
$322K 0.02%
1,404
407
$320K 0.02%
3,886
408
$319K 0.02%
3,098
-1,207
409
$319K 0.02%
1,512
-75
410
$312K 0.02%
11,152
+1,012
411
$307K 0.02%
5,265
412
$306K 0.02%
6,889
+133
413
$306K 0.02%
2,800
-1,000
414
$305K 0.02%
1,436
-29
415
$305K 0.02%
+8,200
416
$302K 0.02%
6,486
-72
417
$301K 0.02%
1,395
+114
418
$301K 0.02%
487
+9
419
$300K 0.02%
31,100
420
$297K 0.02%
2,226
421
$297K 0.02%
+15,860
422
$295K 0.02%
5,212
423
$295K 0.02%
8,753
424
$295K 0.02%
4,327
+502
425
$292K 0.02%
14,244
-10,116
15 16
17
18 19