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
476
$233K 0.01%
+7,000
477
$231K 0.01%
+3,368
478
$230K 0.01%
+9,720
479
$230K 0.01%
3,937
-271
480
$228K 0.01%
14,933
-19,214
481
$228K 0.01%
+8,925
482
$226K 0.01%
+5,361
483
$225K 0.01%
+6,943
484
$223K 0.01%
16,016
+189
485
$222K 0.01%
+1,443
486
$222K 0.01%
+4,307
487
$221K 0.01%
+4,657
488
$221K 0.01%
10,000
489
$219K 0.01%
+1,870
490
$219K 0.01%
+1,469
491
$218K 0.01%
+7,719
492
$217K 0.01%
+5,640
493
$216K 0.01%
+2,238
494
$215K 0.01%
+3,636
495
$214K 0.01%
+5,677
496
$213K 0.01%
4,268
+381
497
$212K 0.01%
517
+32
498
$211K 0.01%
+999
499
$211K 0.01%
+4,005
500
$207K 0.01%
+2,259
18 19
20
21 22