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
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.8M
3
+$12.3M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$11.7M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 10.55%
2 Financials 7.92%
3 Technology 5.47%
4 Energy 5.12%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$637K 0.36%
+12,069
52
$624K 0.35%
+6,317
53
$623K 0.35%
+12,504
54
$604K 0.34%
+5,751
55
$576K 0.32%
+14,368
56
$563K 0.32%
+7,036
57
$562K 0.32%
+20,660
58
$540K 0.3%
+5,903
59
$525K 0.3%
+4,667
60
$518K 0.29%
+10,284
61
$512K 0.29%
+11,554
62
$476K 0.27%
+5,498
63
$473K 0.27%
+4,795
64
$468K 0.26%
+15,058
65
$463K 0.26%
+18,370
66
$462K 0.26%
+6,354
67
$449K 0.25%
+7,279
68
$445K 0.25%
+5,879
69
$445K 0.25%
+10,782
70
$442K 0.25%
+34,542
71
$430K 0.24%
+13,953
72
$423K 0.24%
+11,240
73
$401K 0.23%
+4,952
74
$395K 0.22%
+4,716
75
$393K 0.22%
+41,244
1 2
3
4 5