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
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.8M
3
+$12.3M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$11.7M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 10.55%
2 Financials 7.92%
3 Technology 5.47%
4 Energy 5.12%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.76%
+8
27
$1.33M 0.75%
+32,236
28
$1.31M 0.74%
+27,324
29
$1.31M 0.74%
+11,761
30
$1.27M 0.72%
+14,826
31
$1.26M 0.71%
+15,392
32
$1.24M 0.7%
+11,059
33
$1.22M 0.69%
+110,785
34
$1.08M 0.61%
+40,305
35
$1.06M 0.6%
+27,356
36
$995K 0.56%
+12,170
37
$882K 0.5%
+35,520
38
$872K 0.49%
+13,324
39
$857K 0.48%
+39,106
40
$856K 0.48%
+10,156
41
$830K 0.47%
+24,031
42
$759K 0.43%
+13,591
43
$751K 0.42%
+16,983
44
$721K 0.41%
+7,695
45
$718K 0.4%
+4,460
46
$711K 0.4%
+14,350
47
$664K 0.37%
+8,885
48
$648K 0.37%
+11,075
49
$643K 0.36%
+49,986
50
$639K 0.36%
+11,723
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2
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