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
$480M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.68M
3
+$4.04M
4
ABBV icon
AbbVie
ABBV
+$3.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M

Top Sells

1
+$1.44M
2
+$747K
3
+$677K
4
VTV icon
Vanguard Value ETF
VTV
+$672K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$652K

Sector Composition

1 Communication Services 10.33%
2 Financials 9.89%
3 Technology 8.69%
4 Healthcare 7.69%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 0.76%
13,690
-848
27
$3.5M 0.73%
61,411
+35,855
28
$3.39M 0.71%
31,677
-178
29
$3.35M 0.7%
72,477
-1,010
30
$3.3M 0.69%
12,283
-971
31
$3.28M 0.68%
29,359
+198
32
$3.12M 0.65%
37,217
-17,199
33
$3.08M 0.64%
32,568
-2,441
34
$3.04M 0.63%
32,171
-563
35
$2.84M 0.59%
8,846
+642
36
$2.81M 0.59%
81,918
+8,364
37
$2.77M 0.58%
16,107
+1,043
38
$2.68M 0.56%
51,160
+29,240
39
$2.61M 0.54%
56,854
+3,264
40
$2.55M 0.53%
77,472
+1,392
41
$2.55M 0.53%
16,705
+1,491
42
$2.52M 0.53%
18,748
+1
43
$2.48M 0.52%
64,741
+5,488
44
$2.43M 0.51%
12,337
+1,666
45
$2.42M 0.5%
10,963
+354
46
$2.38M 0.5%
8
47
$2.37M 0.49%
22,555
+5,045
48
$2.27M 0.47%
14,379
-61
49
$2.24M 0.47%
17,818
-78
50
$2.21M 0.46%
31,687
+597
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