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
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.13M 0.88%
206,368
+153,741
27
$9.13M 0.88%
273,913
+217,498
28
$7.92M 0.76%
101,160
+53,186
29
$7.56M 0.73%
22,299
-1,175
30
$6.93M 0.67%
52,842
+3,274
31
$6.85M 0.66%
83,515
+32,270
32
$6.48M 0.62%
20,776
+88
33
$6.4M 0.62%
278,246
-271
34
$6.31M 0.61%
188,134
+85,209
35
$6.21M 0.6%
62,605
+11,215
36
$6.2M 0.6%
56,339
+914
37
$5.76M 0.56%
261,421
+50,806
38
$5.75M 0.56%
70,022
-11,666
39
$5.72M 0.55%
72,509
+4,063
40
$5.71M 0.55%
116,878
-31,329
41
$5.59M 0.54%
147,352
+20,141
42
$5.49M 0.53%
33,179
+1,111
43
$5.43M 0.52%
45,181
+2,110
44
$5.24M 0.51%
33,453
+6,024
45
$5.01M 0.48%
133,560
+17,360
46
$4.99M 0.48%
173,931
+28,611
47
$4.97M 0.48%
55,176
+9,114
48
$4.74M 0.46%
62,247
-650
49
$4.67M 0.45%
86,924
+1,468
50
$4.59M 0.44%
121,323
+8,133
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