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
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$198K 0.02%
+11,746
427
$190K 0.02%
+22,403
428
$189K 0.02%
+13,971
429
$188K 0.02%
10,436
-11,898
430
$184K 0.02%
14,072
-2,453
431
$170K 0.02%
+14,280
432
$168K 0.02%
13,357
433
$162K 0.02%
+14,398
434
$150K 0.01%
11,475
435
$140K 0.01%
28,838
-12,353
436
$126K 0.01%
18,425
+3,000
437
$122K 0.01%
+10,510
438
$119K 0.01%
+10,000
439
$116K 0.01%
129,833
-3,718
440
$100K 0.01%
22,531
441
$98K 0.01%
22,963
442
$97K 0.01%
+2,886
443
$94K 0.01%
19,439
+5,086
444
$88K 0.01%
+26,658
445
$82K 0.01%
19,668
+6,807
446
$79K 0.01%
+2,667
447
$76K 0.01%
+10,060
448
$66K 0.01%
3,230
+100
449
$55K 0.01%
10,535
+192
450
$53K 0.01%
32,085
16 17
18
19 20