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
$189M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$407K
3
+$398K
4
VZ icon
Verizon
VZ
+$375K
5
SLB icon
SLB Ltd
SLB
+$368K

Top Sells

1
+$5.91M
2
+$5.48M
3
+$2.74M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$856K

Sector Composition

1 Communication Services 16.2%
2 Financials 7.59%
3 Technology 5.42%
4 Energy 5.21%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$705K 0.37%
4,172
-288
52
$704K 0.37%
13,621
+1,552
53
$681K 0.36%
9,019
+134
54
$675K 0.36%
6,470
+153
55
$663K 0.35%
17,508
+3,140
56
$638K 0.34%
11,480
-1,024
57
$621K 0.33%
6,218
+315
58
$608K 0.32%
7,019
+1,521
59
$562K 0.3%
33,293
+19,757
60
$552K 0.29%
4,627
-40
61
$548K 0.29%
4,895
+100
62
$541K 0.29%
6,924
+570
63
$538K 0.29%
11,849
+295
64
$515K 0.27%
12,465
+1,683
65
$481K 0.25%
20,358
-302
66
$452K 0.24%
14,794
-264
67
$449K 0.24%
7,270
-9
68
$441K 0.23%
8,194
69
$434K 0.23%
4,511
+934
70
$434K 0.23%
34,784
+242
71
$431K 0.23%
5,502
-377
72
$426K 0.23%
6,604
+848
73
$426K 0.23%
6,681
+536
74
$424K 0.22%
4,917
+201
75
$406K 0.22%
8,767
+507
1 2
3
4 5