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
$310M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$1.44M
3
+$1.43M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.12M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$994K

Top Sells

1
+$1.62M
2
+$1.05M
3
+$712K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$700K
5
INTU icon
Intuit
INTU
+$400K

Sector Composition

1 Communication Services 11.54%
2 Financials 9.59%
3 Technology 5.79%
4 Industrials 4.93%
5 Healthcare 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.72%
56,680
-17,660
27
$2.16M 0.7%
13,900
-687
28
$2.14M 0.69%
59,910
-1,532
29
$2.13M 0.69%
8,522
+22
30
$2.03M 0.65%
19,378
-406
31
$1.98M 0.64%
16,796
-458
32
$1.96M 0.63%
19,116
+92
33
$1.95M 0.63%
22,562
+1,353
34
$1.93M 0.62%
23,941
-1,058
35
$1.88M 0.61%
42,655
-710
36
$1.87M 0.6%
15,694
-673
37
$1.84M 0.59%
34,567
+1,189
38
$1.78M 0.57%
46,200
-27,180
39
$1.74M 0.56%
15,541
-500
40
$1.71M 0.55%
45,560
+22,440
41
$1.68M 0.54%
12,448
+2,209
42
$1.64M 0.53%
19,213
+16,698
43
$1.63M 0.52%
53,886
-490
44
$1.61M 0.52%
52,180
+2,332
45
$1.6M 0.52%
15,277
+690
46
$1.59M 0.51%
33,190
+3,600
47
$1.57M 0.51%
7,040
+1,205
48
$1.51M 0.49%
30,753
+202
49
$1.5M 0.48%
9,372
-811
50
$1.44M 0.46%
+38,722
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