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
$296M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.91M
3
+$1.31M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$642K
5
T icon
AT&T
T
+$510K

Top Sells

1
+$4.75M
2
+$2.38M
3
+$2.31M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$514K
5
MDU icon
MDU Resources
MDU
+$462K

Sector Composition

1 Communication Services 13.88%
2 Financials 8.42%
3 Technology 5.84%
4 Healthcare 5.69%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.4%
5,454
-233
52
$1.19M 0.4%
10,173
-376
53
$1.17M 0.4%
7,017
-177
54
$1.16M 0.39%
27,503
-222
55
$1.16M 0.39%
26,080
+301
56
$1.15M 0.39%
33,197
+9
57
$1.12M 0.38%
15,123
+29
58
$1.04M 0.35%
141,820
59
$978K 0.33%
10,534
+1,217
60
$968K 0.33%
23,120
-1,680
61
$961K 0.33%
15,869
62
$930K 0.31%
59,454
+180
63
$920K 0.31%
14,590
+11
64
$917K 0.31%
6,040
-467
65
$909K 0.31%
37,830
+3,381
66
$908K 0.31%
8,564
+578
67
$894K 0.3%
29,220
+10,152
68
$894K 0.3%
17,941
-718
69
$871K 0.29%
23,064
-9,058
70
$865K 0.29%
7,494
-166
71
$857K 0.29%
15,716
-428
72
$843K 0.29%
10,726
+36
73
$837K 0.28%
6,504
-113
74
$824K 0.28%
12,035
+1,243
75
$822K 0.28%
11,653
+3,457
1 2
3
4 5