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
501
$207K 0.01%
+13,689
502
$207K 0.01%
+4,258
503
$204K 0.01%
+1,538
504
$203K 0.01%
+5,851
505
$202K 0.01%
+9,085
506
$202K 0.01%
+4,119
507
$202K 0.01%
+6,610
508
$201K 0.01%
+493
509
$200K 0.01%
+12,706
510
$200K 0.01%
+4,056
511
$199K 0.01%
28,838
512
$172K 0.01%
16,776
-27,023
513
$170K 0.01%
11,532
-10,073
514
$169K 0.01%
10,806
+1
515
$169K 0.01%
+11,150
516
$162K 0.01%
11,475
517
$159K 0.01%
10,000
518
$154K 0.01%
11,144
+197
519
$145K 0.01%
4,301
+56
520
$141K 0.01%
22,963
-1,425
521
$98K 0.01%
5,093
-13,196
522
$92K ﹤0.01%
+13,710
523
$91K ﹤0.01%
2,872
+133
524
$77K ﹤0.01%
71
525
$70K ﹤0.01%
11,175
+213
19 20
21
22 23