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
526
$48K ﹤0.01%
+13,114
527
$40K ﹤0.01%
30,000
528
$31K ﹤0.01%
20,606
529
$26K ﹤0.01%
+300
530
$24K ﹤0.01%
49
531
$14K ﹤0.01%
+20,300
532
– –
-20,900
533
– –
-12,794
534
– –
-5,715
535
– –
-10,299
536
– –
-4,036
537
– –
-4,544
538
– –
-4,742
539
– –
-29,680
540
– –
-2,338
541
– –
-3,523
542
– –
-5,525
543
– –
-5,392
544
– –
-29,901
545
– –
-6,530
546
– –
-41,224
547
– –
-11,555
548
– –
-6,179
549
– –
-586
550
– –
-15,211
20 21
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