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
426
$288K 0.02%
2,784
+485
427
$287K 0.02%
+5,731
428
$287K 0.02%
+4,446
429
$285K 0.02%
12,755
+250
430
$284K 0.01%
+1,159
431
$282K 0.01%
+2,137
432
$282K 0.01%
8,655
433
$279K 0.01%
3,223
+53
434
$277K 0.01%
5,042
-8,937
435
$275K 0.01%
3,611
-263
436
$272K 0.01%
+1,652
437
$269K 0.01%
15,564
438
$269K 0.01%
+2,779
439
$267K 0.01%
+6,641
440
$266K 0.01%
+6,624
441
$266K 0.01%
+3,907
442
$265K 0.01%
1,190
+27
443
$264K 0.01%
1,806
-44
444
$263K 0.01%
+6,781
445
$263K 0.01%
+16,288
446
$262K 0.01%
7,500
-1,500
447
$261K 0.01%
8,218
+1,302
448
$261K 0.01%
+7,719
449
$257K 0.01%
+5,158
450
$257K 0.01%
+8,000
16 17
18
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