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
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.7M
3
+$11.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.29M

Top Sells

1
+$47.4M
2
+$22.3M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$5.1M

Sector Composition

1 Technology 10.05%
2 Communication Services 7.97%
3 Industrials 7.36%
4 Consumer Discretionary 6.12%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 0.99%
60,388
-7,462
27
$9.2M 0.88%
116,819
+106,269
28
$9.12M 0.87%
235,060
-38,853
29
$9.08M 0.86%
36,657
+12,759
30
$8.69M 0.83%
194,590
-11,778
31
$8.36M 0.79%
59,412
+6,570
32
$8.07M 0.77%
20,774
-2
33
$7.42M 0.71%
148,817
+31,939
34
$7.19M 0.68%
83,048
+44,365
35
$7.01M 0.67%
147,302
+111,162
36
$6.92M 0.66%
174,808
-13,326
37
$6.57M 0.62%
67,395
-16,120
38
$6.54M 0.62%
100,957
-1,052
39
$6.31M 0.6%
34,216
+1,037
40
$6.2M 0.59%
30,682
-2,771
41
$6.04M 0.57%
66,033
-6,476
42
$6.01M 0.57%
61,174
-1,073
43
$5.88M 0.56%
49,190
-7,149
44
$5.52M 0.52%
123,364
-23,988
45
$5.06M 0.48%
52,361
-48,799
46
$4.91M 0.47%
43,633
-18,972
47
$4.89M 0.47%
36,995
-8,186
48
$4.78M 0.45%
144,592
-133,654
49
$4.68M 0.45%
43,280
-458
50
$4.61M 0.44%
113,678
+51,529
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