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
451
$84K 0.01%
32,085
452
$76K 0.01%
+71
453
$72K 0.01%
10,343
+209
454
$71K 0.01%
+11,000
455
$70K 0.01%
16,737
-755
456
$40K ﹤0.01%
+10,535
457
$39K ﹤0.01%
10,208
458
$37K ﹤0.01%
+227
459
$32K ﹤0.01%
+125
460
$32K ﹤0.01%
10,000
461
$29K ﹤0.01%
20,606
462
$25K ﹤0.01%
1,111
463
$14K ﹤0.01%
+30,000
464
$9K ﹤0.01%
10,000
465
– –
-6,800
466
– –
-34,882
467
– –
-45,742
468
– –
-2,923
469
– –
-10,998
470
– –
-11,317
471
– –
-1,226
472
– –
-5,096
473
– –
-1,293
474
– –
-20,933
475
– –
-8,638
16 17 18
19
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