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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.3M 0.86%
270,829
-5,272
27
$16.3M 0.85%
326,903
+39,973
28
$15.6M 0.82%
73,746
+15,483
29
$15.3M 0.8%
307,787
+80,982
30
$13.5M 0.71%
32,047
+29,960
31
$12.7M 0.67%
+257,328
32
$11.6M 0.61%
244,809
+22,463
33
$11.5M 0.61%
81,591
+66,761
34
$11.5M 0.6%
209,792
+5,292
35
$11.4M 0.6%
392,144
-12,122
36
$11.2M 0.59%
47,670
+15,900
37
$11.1M 0.58%
159,241
38
$10.6M 0.56%
67,202
+8,612
39
$10.5M 0.55%
53,720
+35,876
40
$10.5M 0.55%
152,825
+145,282
41
$10.3M 0.54%
402,350
+77,818
42
$10.3M 0.54%
204,641
+34,412
43
$9.43M 0.5%
21,882
+642
44
$9.42M 0.49%
129,102
+96,389
45
$9.19M 0.48%
25,899
+3,482
46
$8.85M 0.46%
81,823
+19,871
47
$8.83M 0.46%
28,141
+4,416
48
$8.49M 0.45%
61,023
+11,505
49
$8.49M 0.45%
64,409
-1,054
50
$8.3M 0.44%
60,671
+19,813
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