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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$453K 0.01%
4,178
402
$453K 0.01%
3,122
403
$449K 0.01%
6,308
404
$446K 0.01%
3,519
405
$443K 0.01%
2,469
406
$439K 0.01%
101,548
407
$437K 0.01%
3,808
408
$436K 0.01%
3,116
409
$435K 0.01%
3,099
410
$435K 0.01%
7,393
411
$433K 0.01%
6,085
412
$432K 0.01%
777
413
$429K 0.01%
9,619
414
$427K 0.01%
6,302
415
$427K 0.01%
1,746
416
$427K 0.01%
5,575
417
$425K 0.01%
18,500
418
$423K 0.01%
8,566
419
$422K 0.01%
14,321
420
$419K 0.01%
23,479
421
$417K 0.01%
13,445
422
$415K 0.01%
6,691
423
$414K 0.01%
7,743
424
$411K 0.01%
10,588
425
$411K 0.01%
3,348
15 16
17
18 19