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
$243M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$1.48M
3
+$1.47M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$872K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$701K

Top Sells

1
+$790K
2
+$685K
3
+$373K
4
MWW
Monster Worldwide Inc
MWW
+$346K
5
BKNG icon
Booking.com
BKNG
+$273K

Sector Composition

1 Communication Services 20.62%
2 Financials 7.67%
3 Energy 5.12%
4 Industrials 4.87%
5 Technology 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.82%
18,636
+1,926
27
$1.76M 0.73%
19,502
-915
28
$1.71M 0.7%
20,379
-955
29
$1.67M 0.69%
13,637
+493
30
$1.67M 0.69%
17,852
+95
31
$1.64M 0.67%
12,842
32
$1.6M 0.66%
60,239
+5,604
33
$1.58M 0.65%
8,634
34
$1.57M 0.65%
33,983
+8,266
35
$1.51M 0.62%
10,931
-185
36
$1.48M 0.61%
14,821
37
$1.36M 0.56%
27,607
+1,278
38
$1.34M 0.55%
107,808
-5,000
39
$1.3M 0.54%
23,632
40
$1.24M 0.51%
6,811
+258
41
$1.19M 0.49%
32,895
+659
42
$1.18M 0.49%
69,032
+2,143
43
$1.17M 0.48%
13,809
+366
44
$1.16M 0.48%
12,429
-50
45
$1.14M 0.47%
11,367
46
$1.1M 0.45%
43,080
+11,388
47
$1.08M 0.45%
11,810
48
$1.07M 0.44%
17,165
+1,200
49
$887K 0.37%
10,282
-2,008
50
$881K 0.36%
20,650
+4,796
1
2
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