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
426
$410K 0.01%
5,306
427
$410K 0.01%
3,083
428
$404K 0.01%
13,052
429
$400K 0.01%
4,539
430
$399K 0.01%
7,875
431
$398K 0.01%
13,979
432
$397K 0.01%
2,796
433
$396K 0.01%
3,583
434
$393K 0.01%
6,939
435
$391K 0.01%
7,799
436
$391K 0.01%
15,864
437
$388K 0.01%
3,341
438
$386K 0.01%
24,172
439
$381K 0.01%
10,812
440
$381K 0.01%
25,399
441
$381K 0.01%
3,532
442
$380K 0.01%
8,220
443
$379K 0.01%
3,191
444
$374K 0.01%
7,637
445
$374K 0.01%
4,456
446
$373K 0.01%
2,840
447
$369K 0.01%
1,277
448
$367K 0.01%
2,505
449
$367K 0.01%
7,201
450
$362K 0.01%
5,610