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
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.21M
3
+$4.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.41M
5
BA icon
Boeing
BA
+$2.73M

Top Sells

1
+$11M
2
+$4.18M
3
+$2.84M
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$2.14M
5
INWK
InnerWorkings, Inc.
INWK
+$1.82M

Sector Composition

1 Communication Services 12.6%
2 Technology 10.2%
3 Financials 8.2%
4 Industrials 7.02%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$217K 0.02%
5,027
427
$214K 0.02%
+4,460
428
$211K 0.02%
13,357
429
$211K 0.02%
+2,724
430
$211K 0.02%
+7,800
431
$209K 0.02%
+8,293
432
$208K 0.02%
+1,886
433
$208K 0.02%
+6,064
434
$207K 0.02%
+4,145
435
$207K 0.02%
+2,475
436
$207K 0.02%
1,383
+99
437
$206K 0.02%
2,704
-430
438
$206K 0.02%
+1,083
439
$203K 0.02%
+1,399
440
$202K 0.02%
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441
$153K 0.01%
15,250
+2,227
442
$153K 0.01%
11,475
443
$137K 0.01%
22,963
444
$133K 0.01%
14,353
-2,821
445
$118K 0.01%
+3,130
446
$109K 0.01%
5,725
447
$108K 0.01%
+10,135
448
$106K 0.01%
22,531
449
$94K 0.01%
15,425
-10
450
$94K 0.01%
+12,093
16 17
18
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