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
601
$42.7K ﹤0.01%
15,709
602
$42.5K ﹤0.01%
10,740
603
$41.4K ﹤0.01%
14,000
604
$41.3K ﹤0.01%
17,720
605
$36.9K ﹤0.01%
75,334
606
$35.8K ﹤0.01%
71
607
$33.6K ﹤0.01%
4,667
608
$26K ﹤0.01%
2,377
609
$23.3K ﹤0.01%
20,606
610
$22.7K ﹤0.01%
2,873
-2,874
611
$20.2K ﹤0.01%
33,415
612
$19.3K ﹤0.01%
10,711
613
$15K ﹤0.01%
13,234
614
$8.79K ﹤0.01%
3,189
615
$7.05K ﹤0.01%
10
616
0
617
$3.99K ﹤0.01%
667
618
0
619
$3.68K ﹤0.01%
400
620
$1.75K ﹤0.01%
220
621
-5,559
622
-3,240