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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.04M 0.82%
18,593
+2,693
27
$4.99M 0.81%
32,818
-178
28
$4.54M 0.74%
94,638
-13,937
29
$4.42M 0.71%
34,933
+4,271
30
$4.16M 0.67%
68,213
+13,827
31
$4.13M 0.67%
49,499
+9,090
32
$4.11M 0.66%
37,707
+2,082
33
$4.09M 0.66%
82,198
+11,827
34
$4.07M 0.66%
126,644
+29,248
35
$4M 0.65%
38,407
+6,292
36
$3.95M 0.64%
14
+11
37
$3.75M 0.61%
154,625
+47,186
38
$3.69M 0.6%
87,367
-388
39
$3.68M 0.6%
15,002
+670
40
$3.58M 0.58%
45,932
+1,291
41
$3.38M 0.55%
98,203
+5,254
42
$3.38M 0.55%
60,560
+8,600
43
$3.31M 0.54%
66,245
+43,018
44
$3.31M 0.54%
21,100
+791
45
$3.17M 0.51%
19,385
+877
46
$3.04M 0.49%
70,701
+42,807
47
$2.91M 0.47%
27,686
+888
48
$2.78M 0.45%
27,374
+487
49
$2.68M 0.43%
9,064
+6,913
50
$2.55M 0.41%
19,313
+350
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