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
$259M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.01M
3
+$831K
4
AAPL icon
Apple
AAPL
+$790K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$666K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.28M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$981K
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$872K

Sector Composition

1 Communication Services 18.15%
2 Financials 7.88%
3 Healthcare 5.44%
4 Technology 5.34%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$995K 0.38%
6,244
+27
52
$994K 0.38%
21,248
+6,829
53
$984K 0.38%
8,227
+869
54
$982K 0.38%
6,399
-412
55
$954K 0.37%
6,943
+611
56
$904K 0.35%
16,682
+1,661
57
$895K 0.35%
15,731
+2,140
58
$865K 0.33%
9,297
-235
59
$815K 0.32%
11,261
-471
60
$813K 0.31%
11,572
+1,374
61
$788K 0.3%
21,811
+3,304
62
$782K 0.3%
9,784
+797
63
$760K 0.29%
6,511
-204
64
$749K 0.29%
3,621
+267
65
$740K 0.29%
8,739
+973
66
$730K 0.28%
20,127
+4,904
67
$723K 0.28%
16,075
+5,005
68
$703K 0.27%
6,323
+960
69
$697K 0.27%
16,519
-4,131
70
$688K 0.27%
11,653
-492
71
$657K 0.25%
3,196
+1,333
72
$656K 0.25%
+56,928
73
$644K 0.25%
9,828
+68
74
$640K 0.25%
9,247
+2,242
75
$627K 0.24%
70,176
-7,495
1 2
3
4 5