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
$310M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$1.44M
3
+$1.43M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.12M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$994K

Top Sells

1
+$1.62M
2
+$1.05M
3
+$712K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$700K
5
INTU icon
Intuit
INTU
+$400K

Sector Composition

1 Communication Services 11.54%
2 Financials 9.59%
3 Technology 5.79%
4 Industrials 4.93%
5 Healthcare 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.46%
25,752
-328
52
$1.33M 0.43%
10,288
+376
53
$1.26M 0.41%
8,426
+121
54
$1.22M 0.39%
5,438
-16
55
$1.2M 0.39%
21,428
-6,571
56
$1.19M 0.38%
53,763
-5,691
57
$1.15M 0.37%
31,401
-4,386
58
$1.13M 0.36%
27,190
-313
59
$1.11M 0.36%
7,600
+583
60
$1.07M 0.35%
75,741
61
$1.06M 0.34%
141,820
62
$1.05M 0.34%
9,265
-908
63
$1.04M 0.33%
28,599
+5,535
64
$981K 0.32%
14,985
-138
65
$974K 0.31%
107,844
+24,432
66
$970K 0.31%
29,835
67
$957K 0.31%
6,029
-11
68
$934K 0.3%
6,966
+462
69
$923K 0.3%
8,853
-1,681
70
$922K 0.3%
15,869
71
$908K 0.29%
14,506
-84
72
$899K 0.29%
30,241
-2,956
73
$892K 0.29%
7,329
-165
74
$890K 0.29%
38,625
+795
75
$888K 0.29%
8,454
-110
1 2
3
4 5