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
$212M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$1.77M
3
+$1.66M
4
USB icon
US Bancorp
USB
+$1.22M
5
LMT icon
Lockheed Martin
LMT
+$998K

Top Sells

1
+$3.77M
2
+$1.55M
3
+$1.22M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.1M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$747K

Sector Composition

1 Communication Services 14.92%
2 Financials 7.87%
3 Technology 5.54%
4 Industrials 5.51%
5 Energy 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$795K 0.37%
31,614
-43,762
52
$762K 0.36%
6,927
53
$744K 0.35%
6,382
-88
54
$737K 0.35%
14,000
55
$734K 0.35%
6,260
+42
56
$708K 0.33%
11,480
57
$702K 0.33%
10,457
+3,776
58
$664K 0.31%
16,081
-1,427
59
$646K 0.3%
13,140
-5,172
60
$633K 0.3%
3,411
-761
61
$613K 0.29%
527
+310
62
$598K 0.28%
12,514
+665
63
$585K 0.28%
4,627
64
$544K 0.26%
4,768
-127
65
$542K 0.26%
+6,420
66
$535K 0.25%
6,261
+759
67
$535K 0.25%
6,221
-703
68
$534K 0.25%
20,358
69
$533K 0.25%
16,080
+1,286
70
$531K 0.25%
6,091
-928
71
$518K 0.24%
11,404
-1,061
72
$516K 0.24%
33,457
+164
73
$504K 0.24%
6,602
-2
74
$504K 0.24%
+10,372
75
$503K 0.24%
6,295
+1,533
1 2
3
4 5