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
$259M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.01M
3
+$831K
4
AAPL icon
Apple
AAPL
+$790K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$666K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.28M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$981K
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$872K

Sector Composition

1 Communication Services 18.15%
2 Financials 7.88%
3 Healthcare 5.44%
4 Technology 5.34%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.71%
19,502
27
$1.83M 0.71%
15,141
+1,504
28
$1.83M 0.71%
21,698
+7,889
29
$1.83M 0.71%
14,045
+1,203
30
$1.66M 0.64%
11,025
+94
31
$1.65M 0.64%
42,720
-5,655
32
$1.65M 0.64%
64,969
+4,730
33
$1.62M 0.63%
8,414
-220
34
$1.53M 0.59%
14,695
+3,328
35
$1.51M 0.58%
28,836
+5,204
36
$1.51M 0.58%
13,303
-1,518
37
$1.49M 0.58%
15,596
+3,786
38
$1.39M 0.54%
14,692
+2,263
39
$1.36M 0.53%
29,140
+1,533
40
$1.29M 0.5%
32,236
-659
41
$1.29M 0.5%
72,124
+3,092
42
$1.19M 0.46%
44,963
-53,226
43
$1.18M 0.45%
29,373
-31,855
44
$1.13M 0.44%
18,305
+1,140
45
$1.12M 0.43%
39,054
-4,026
46
$1.08M 0.42%
17,751
+4,535
47
$1.06M 0.41%
57,426
-53,161
48
$1.05M 0.41%
2,944
49
$1.03M 0.4%
107,808
50
$1.02M 0.4%
10,114
-168
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