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
$243M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$1.48M
3
+$1.47M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$872K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$701K

Top Sells

1
+$790K
2
+$685K
3
+$373K
4
MWW
Monster Worldwide Inc
MWW
+$346K
5
BKNG icon
Booking.com
BKNG
+$273K

Sector Composition

1 Communication Services 20.62%
2 Financials 7.67%
3 Energy 5.12%
4 Industrials 4.87%
5 Technology 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$873K 0.36%
6,217
+498
52
$872K 0.36%
+19,483
53
$850K 0.35%
15,021
+1,839
54
$847K 0.35%
13,216
+3,238
55
$834K 0.34%
9,532
-494
56
$821K 0.34%
77,671
57
$806K 0.33%
13,591
58
$805K 0.33%
7,358
+1,656
59
$783K 0.32%
14,000
60
$780K 0.32%
11,732
+31
61
$750K 0.31%
6,332
-26
62
$746K 0.31%
18,507
+781
63
$743K 0.31%
6,715
64
$721K 0.3%
14,419
+642
65
$720K 0.3%
8,987
-128
66
$695K 0.29%
10,198
-483
67
$665K 0.27%
3,354
+15
68
$622K 0.26%
12,145
+1,207
69
$578K 0.24%
6,092
+2,107
70
$568K 0.23%
2,944
71
$549K 0.23%
+7,766
72
$547K 0.23%
10,697
-2,765
73
$545K 0.22%
2,187
74
$530K 0.22%
15,223
+53
75
$529K 0.22%
4,878
+400
1 2
3
4 5