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
$344M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.94M
3
+$1.8M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.46M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.39M

Top Sells

1
+$2.73M
2
+$2.08M
3
+$2M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.59M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.22M

Sector Composition

1 Communication Services 11.34%
2 Financials 8.4%
3 Healthcare 5.49%
4 Industrials 5.28%
5 Technology 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.69%
21,223
+1,845
27
$2.37M 0.69%
53,380
+7,820
28
$2.28M 0.66%
8,522
29
$2.14M 0.62%
19,786
+670
30
$2.13M 0.62%
26,725
-3,890
31
$2.09M 0.61%
43,687
+1,032
32
$2.08M 0.61%
8,843
+1,803
33
$2.07M 0.6%
15,053
+2,605
34
$2.04M 0.59%
23,236
+674
35
$1.98M 0.58%
58,528
+4,642
36
$1.89M 0.55%
17,577
+781
37
$1.87M 0.54%
38,415
+3,848
38
$1.83M 0.53%
15,516
-178
39
$1.8M 0.52%
+20,469
40
$1.79M 0.52%
45,072
-14,838
41
$1.77M 0.51%
21,792
-2,149
42
$1.76M 0.51%
15,295
-246
43
$1.74M 0.5%
15,249
-28
44
$1.72M 0.5%
53,002
+822
45
$1.7M 0.49%
10,334
+962
46
$1.68M 0.49%
24,282
+21,090
47
$1.64M 0.48%
15,480
+7,026
48
$1.55M 0.45%
11,629
+1,341
49
$1.49M 0.43%
26,740
+988
50
$1.39M 0.4%
+23,460
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