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
$189M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$407K
3
+$398K
4
VZ icon
Verizon
VZ
+$375K
5
SLB icon
SLB Ltd
SLB
+$368K

Top Sells

1
+$5.91M
2
+$5.48M
3
+$2.74M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$856K

Sector Composition

1 Communication Services 16.2%
2 Financials 7.59%
3 Technology 5.42%
4 Energy 5.21%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.81%
20,111
-822
27
$1.49M 0.79%
27,324
28
$1.43M 0.76%
55,882
+15,577
29
$1.42M 0.75%
16,339
+1,513
30
$1.36M 0.72%
8
31
$1.34M 0.71%
106,185
-4,600
32
$1.29M 0.68%
11,994
-2,068
33
$1.24M 0.65%
10,876
-183
34
$1.21M 0.64%
55,447
+16,341
35
$1.2M 0.64%
32,236
36
$1.17M 0.62%
18,021
+6,298
37
$1.02M 0.54%
+95,751
38
$1.02M 0.54%
73,712
+23,726
39
$995K 0.53%
12,509
+339
40
$959K 0.51%
13,393
+69
41
$934K 0.49%
37,890
+2,370
42
$932K 0.49%
23,231
-4,125
43
$869K 0.46%
12,801
+1,726
44
$855K 0.45%
18,312
+8,028
45
$829K 0.44%
17,056
+73
46
$826K 0.44%
13,591
47
$814K 0.43%
24,448
+417
48
$785K 0.42%
31,052
+12,682
49
$742K 0.39%
14,000
-350
50
$710K 0.38%
6,927
-768
1
2
3 4 5