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
$212M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$1.77M
3
+$1.66M
4
USB icon
US Bancorp
USB
+$1.22M
5
LMT icon
Lockheed Martin
LMT
+$998K

Top Sells

1
+$3.77M
2
+$1.55M
3
+$1.22M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.1M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$747K

Sector Composition

1 Communication Services 14.92%
2 Financials 7.87%
3 Technology 5.54%
4 Industrials 5.51%
5 Energy 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.83%
+12,981
27
$1.77M 0.83%
13,188
-214
28
$1.65M 0.78%
20,211
+100
29
$1.57M 0.74%
26,757
-567
30
$1.49M 0.7%
53,279
-2,168
31
$1.45M 0.68%
15,778
-561
32
$1.42M 0.67%
8
33
$1.32M 0.62%
26,011
+8,955
34
$1.32M 0.62%
11,112
+236
35
$1.3M 0.61%
48,918
-6,964
36
$1.28M 0.6%
8,634
+6,718
37
$1.27M 0.6%
18,152
+131
38
$1.27M 0.6%
103,185
-3,000
39
$1.13M 0.53%
27,474
+4,243
40
$1.11M 0.52%
95,751
41
$1.09M 0.51%
69,998
-3,714
42
$1.07M 0.5%
32,236
43
$1.03M 0.48%
9,644
-2,350
44
$1.01M 0.47%
38,397
+507
45
$1M 0.47%
13,313
-80
46
$973K 0.46%
11,729
-780
47
$918K 0.43%
10,113
+1,094
48
$841K 0.4%
22,475
-1,973
49
$833K 0.39%
13,591
50
$805K 0.38%
11,234
-1,567
1
2
3 4 5