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
526
$238K ﹤0.01%
1,591
527
$238K ﹤0.01%
2,483
528
$237K ﹤0.01%
1,611
529
$236K ﹤0.01%
12,822
530
$236K ﹤0.01%
5,721
531
$235K ﹤0.01%
21,155
532
$235K ﹤0.01%
23,375
533
$234K ﹤0.01%
4,120
534
$234K ﹤0.01%
5,750
535
$234K ﹤0.01%
1,468
536
$233K ﹤0.01%
4,134
537
$232K ﹤0.01%
1,404
538
$230K ﹤0.01%
789
539
$229K ﹤0.01%
4,590
540
$226K ﹤0.01%
640
541
$226K ﹤0.01%
4,081
542
$225K ﹤0.01%
10,285
543
$224K ﹤0.01%
4,970
544
$224K ﹤0.01%
4,574
545
$222K ﹤0.01%
4,340
546
$222K ﹤0.01%
1,247
547
$222K ﹤0.01%
4,576
548
$219K ﹤0.01%
3,737
549
$219K ﹤0.01%
3,381
550
$218K ﹤0.01%
3,417
20 21
22
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