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
$1.04B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.21M
3
+$4.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.41M
5
BA icon
Boeing
BA
+$2.73M

Top Sells

1
+$11M
2
+$4.18M
3
+$2.84M
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$2.14M
5
INWK
InnerWorkings, Inc.
INWK
+$1.82M

Sector Composition

1 Communication Services 12.6%
2 Technology 10.2%
3 Financials 8.2%
4 Industrials 7.02%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.33M 0.8%
25,575
+8,372
27
$8.21M 0.79%
278,517
-72,777
28
$7.82M 0.75%
145,320
+4,422
29
$7.33M 0.7%
20,688
-156
30
$7.28M 0.7%
148,207
+29,781
31
$7.23M 0.69%
49,568
+1,216
32
$7.01M 0.67%
51,390
-99
33
$6.92M 0.66%
55,425
+2,658
34
$6.59M 0.63%
51,245
+26,549
35
$6.58M 0.63%
81,688
+29,531
36
$6.47M 0.62%
53,715
+2,338
37
$6.42M 0.62%
46,062
+683
38
$6.34M 0.61%
32,068
+3,745
39
$6.22M 0.6%
210,615
+16,306
40
$6.01M 0.58%
100,385
-5,713
41
$5.95M 0.57%
68,446
+262
42
$5.89M 0.56%
43,071
+627
43
$5.79M 0.56%
44,548
+3,715
44
$5.69M 0.55%
19,342
+130
45
$5.57M 0.53%
62,897
-446
46
$5.39M 0.52%
30,248
-1,166
47
$5.33M 0.51%
47,974
+2,009
48
$5.25M 0.5%
85,456
+5,709
49
$5.19M 0.5%
108,155
+152
50
$5.12M 0.49%
60,462
+3,166
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