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
551
$215K ﹤0.01%
4,308
552
$215K ﹤0.01%
2,189
553
$215K ﹤0.01%
1,660
554
$215K ﹤0.01%
5,124
555
$213K ﹤0.01%
2,201
556
$212K ﹤0.01%
9,288
557
$212K ﹤0.01%
1,485
558
$211K ﹤0.01%
4,373
559
$210K ﹤0.01%
1,482
560
$210K ﹤0.01%
651
561
$209K ﹤0.01%
1,551
562
$206K ﹤0.01%
1,824
563
$205K ﹤0.01%
1,587
564
$204K ﹤0.01%
287
565
$204K ﹤0.01%
2,334
566
$204K ﹤0.01%
731
567
$203K ﹤0.01%
730
568
$203K ﹤0.01%
2,241
569
$203K ﹤0.01%
2,353
570
$201K ﹤0.01%
2,137
571
$182K ﹤0.01%
10,743
572
$180K ﹤0.01%
17,208
573
$173K ﹤0.01%
12,266
574
$162K ﹤0.01%
14,124
575
$158K ﹤0.01%
19,135
21 22
23
24 25