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
451
$359K 0.01%
6,829
452
$359K 0.01%
1,446
453
$357K 0.01%
5,429
454
$356K 0.01%
10,827
455
$355K 0.01%
3,020
456
$355K 0.01%
5,225
457
$352K 0.01%
10,175
458
$352K 0.01%
4,717
459
$341K 0.01%
30,295
460
$339K 0.01%
6,931
461
$337K 0.01%
256
462
$337K 0.01%
13,965
463
$334K 0.01%
3,834
464
$333K 0.01%
29,830
465
$331K 0.01%
4,399
466
$328K 0.01%
5,118
467
$326K 0.01%
6,700
468
$325K 0.01%
8,200
469
$324K 0.01%
1,537
470
$320K 0.01%
10,004
471
$316K 0.01%
2,014
472
$313K 0.01%
760
473
$310K 0.01%
20,000
474
$310K 0.01%
2,192
475
$308K 0.01%
8,991
-414
17 18
19
20 21