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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.07M 0.77%
50,745
+5,095
27
$6.87M 0.75%
250,132
+200,444
28
$6.76M 0.74%
142,959
+2,987
29
$6.32M 0.69%
50,817
+8,423
30
$6.04M 0.66%
110,400
+36,898
31
$6.02M 0.65%
16,539
+970
32
$5.94M 0.65%
70,632
+1,970
33
$5.78M 0.63%
27,824
+5,472
34
$5.62M 0.61%
42,840
+4,789
35
$5.56M 0.6%
50,688
+5,610
36
$5.44M 0.59%
111,106
+16,167
37
$5.24M 0.57%
49,741
+246
38
$5.14M 0.56%
21,068
+3,009
39
$5.13M 0.56%
202,900
+34,019
40
$5.11M 0.56%
30,556
+6,570
41
$5.06M 0.55%
59,709
+3,134
42
$5.03M 0.55%
55,608
-59,488
43
$4.96M 0.54%
44,357
+1,812
44
$4.9M 0.53%
42,004
-30,258
45
$4.77M 0.52%
99,730
+11,959
46
$4.75M 0.52%
63,988
-13,654
47
$4.67M 0.51%
64,279
+4,872
48
$4.67M 0.51%
12,844
+2,756
49
$4.57M 0.5%
111,133
+15,031
50
$4.43M 0.48%
104,177
-57,514
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