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
476
$307K 0.01%
5,018
477
$307K 0.01%
3,702
478
$306K 0.01%
4,395
479
$304K 0.01%
5,105
480
$303K 0.01%
4,897
481
$303K 0.01%
11,962
482
$302K 0.01%
4,456
483
$297K 0.01%
5,643
484
$296K 0.01%
578
485
$295K 0.01%
1,205
486
$294K 0.01%
26,479
487
$293K 0.01%
8,352
488
$293K 0.01%
43,310
489
$288K 0.01%
9,851
490
$286K 0.01%
3,049
491
$286K 0.01%
4,346
492
$285K 0.01%
13,209
493
$285K 0.01%
31,210
494
$280K 0.01%
3,417
495
$279K 0.01%
2,812
496
$278K 0.01%
8,633
497
$277K 0.01%
4,333
498
$277K 0.01%
2,042
499
$276K 0.01%
7,957
500
$275K 0.01%
28,969
18 19
20
21 22