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
451
$256K 0.01%
+2,739
452
$256K 0.01%
+2,134
453
$256K 0.01%
32,085
454
$255K 0.01%
+7,575
455
$252K 0.01%
748
+162
456
$250K 0.01%
+1,672
457
$247K 0.01%
+745
458
$247K 0.01%
128,803
-451
459
$246K 0.01%
+671
460
$246K 0.01%
+4,820
461
$245K 0.01%
+5,338
462
$243K 0.01%
+796
463
$242K 0.01%
3,398
-161
464
$240K 0.01%
+7,508
465
$239K 0.01%
+2,568
466
$239K 0.01%
+7,340
467
$239K 0.01%
+1,092
468
$237K 0.01%
6,164
-1,902
469
$236K 0.01%
2,346
+100
470
$235K 0.01%
2,930
+105
471
$235K 0.01%
+2,031
472
$235K 0.01%
+2,608
473
$235K 0.01%
+4,500
474
$234K 0.01%
+10,826
475
$233K 0.01%
+884
17 18
19
20 21