BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
+$42M
2
+$31.5M
3
+$13M
4
CHCO icon
City Holding Co
CHCO
+$11.5M
5
INTC icon
Intel
INTC
+$11.4M

Top Sells

1
+$10.8M
2
+$5.1M
3
+$1.86M
4
BA icon
Boeing
BA
+$1.83M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M

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
451
$38K ﹤0.01%
5,400
-325
452
$29K ﹤0.01%
20,086
+7,993
453
$21K ﹤0.01%
+10,000
454
$20K ﹤0.01%
20,606
455
$14K ﹤0.01%
125
456
$8K ﹤0.01%
30,000
457
$2K ﹤0.01%
10,000
458
– –
-3,013
459
– –
-805
460
– –
-16,737
461
– –
-3,762
462
– –
-8,705
463
– –
-6,657
464
– –
-3,667
465
– –
-4,658
466
– –
-162
467
– –
-2,724
468
– –
-6,573
469
– –
-26,550
470
– –
-2,497
471
– –
-2,340
472
– –
-7,264
473
– –
-7,981
474
– –
-10,208
475
– –
-17,454
17 18
19
20 21