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
501
$269K ﹤0.01%
4,351
502
$269K ﹤0.01%
5,922
503
$268K ﹤0.01%
7,131
504
$265K ﹤0.01%
1,690
-1,690
505
$265K ﹤0.01%
4,096
506
$264K ﹤0.01%
16,265
507
$264K ﹤0.01%
10,971
508
$263K ﹤0.01%
4,614
509
$260K ﹤0.01%
3,020
510
$258K ﹤0.01%
1,312
511
$258K ﹤0.01%
4,540
512
$257K ﹤0.01%
999
513
$257K ﹤0.01%
5,400
514
$254K ﹤0.01%
10,200
515
$251K ﹤0.01%
4,275
516
$251K ﹤0.01%
2,787
517
$250K ﹤0.01%
2,951
518
$248K ﹤0.01%
1,962
519
$246K ﹤0.01%
6,346
520
$245K ﹤0.01%
4,303
521
$243K ﹤0.01%
4,163
522
$243K ﹤0.01%
1,269
523
$242K ﹤0.01%
807
524
$241K ﹤0.01%
5,123
525
$239K ﹤0.01%
20,312
19 20
21
22 23