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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.2M 0.53%
391,764
27
$28.5M 0.52%
610,569
28
$28.3M 0.51%
501,067
29
$27.5M 0.5%
497,347
30
$26.6M 0.48%
69,481
31
$26.5M 0.48%
513,184
32
$24.3M 0.44%
275,325
33
$23.6M 0.43%
290,409
34
$22.9M 0.42%
219,507
35
$22.6M 0.41%
91,720
36
$22.6M 0.41%
485,273
37
$22.3M 0.41%
104,032
38
$21.1M 0.38%
175,002
39
$20.1M 0.37%
227,051
40
$19.5M 0.35%
176,982
41
$19M 0.35%
90,290
42
$18.3M 0.33%
120,346
43
$18.1M 0.33%
219,876
44
$17.1M 0.31%
515,386
45
$16.3M 0.3%
36,878
46
$15.7M 0.29%
88,773
47
$15.4M 0.28%
702,959
48
$15.2M 0.28%
93,981
49
$15.1M 0.28%
222,690
50
$15M 0.27%
673,557
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