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
$420M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$677K
3
+$531K
4
KMB icon
Kimberly-Clark
KMB
+$417K
5
PNC icon
PNC Financial Services
PNC
+$339K

Top Sells

1
+$2.87M
2
+$2.66M
3
+$1.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.28M

Sector Composition

1 Communication Services 10.35%
2 Financials 9.28%
3 Technology 7.11%
4 Healthcare 6.81%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 0.76%
35,009
-19,320
27
$3.12M 0.74%
29,161
-500
28
$3.11M 0.74%
32,734
+14
29
$3.04M 0.72%
31,855
-1,815
30
$2.8M 0.67%
73,487
-4,421
31
$2.56M 0.61%
22,094
-477
32
$2.55M 0.61%
8,204
-836
33
$2.52M 0.6%
52,380
-13,480
34
$2.49M 0.59%
73,554
-3,747
35
$2.42M 0.58%
30,338
+2,529
36
$2.36M 0.56%
15,064
-3,909
37
$2.35M 0.56%
18,747
-250
38
$2.33M 0.56%
53,590
+4,740
39
$2.25M 0.54%
15,214
-1,596
40
$2.22M 0.53%
17,896
41
$2.2M 0.52%
8
42
$2.16M 0.51%
14,440
-2,929
43
$2.08M 0.49%
10,609
+140
44
$2.07M 0.49%
26,784
-2,790
45
$2.02M 0.48%
18,175
-1,679
46
$2.01M 0.48%
16,983
+6
47
$1.99M 0.47%
59,253
+695
48
$1.98M 0.47%
76,080
-4,161
49
$1.95M 0.46%
31,090
-674
50
$1.94M 0.46%
20,511
-1,027
1
2
3 4 5