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
576
$150K ﹤0.01%
22,227
577
$147K ﹤0.01%
66,757
578
$141K ﹤0.01%
24,737
579
$132K ﹤0.01%
11,822
580
$131K ﹤0.01%
23,942
581
$117K ﹤0.01%
17,355
582
$117K ﹤0.01%
25,346
583
$116K ﹤0.01%
4,495
584
$114K ﹤0.01%
14,124
585
$112K ﹤0.01%
12
586
$103K ﹤0.01%
30,876
587
$98.2K ﹤0.01%
13,710
588
$94K ﹤0.01%
10,000
589
$88.4K ﹤0.01%
14,103
590
$83.5K ﹤0.01%
28,293
591
$80K ﹤0.01%
1,077
592
$73.5K ﹤0.01%
50,000
593
$64.4K ﹤0.01%
23,002
594
$64K ﹤0.01%
10,652
595
$56.1K ﹤0.01%
11,135
596
$55.6K ﹤0.01%
7,246
597
$52.6K ﹤0.01%
22,564
598
$48.1K ﹤0.01%
23,341
599
$47.3K ﹤0.01%
11,569
600
$43.7K ﹤0.01%
19,415
21 22 23
24
25