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
$344M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.94M
3
+$1.8M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.46M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.39M

Top Sells

1
+$2.73M
2
+$2.08M
3
+$2M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.59M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.22M

Sector Composition

1 Communication Services 11.34%
2 Financials 8.4%
3 Healthcare 5.49%
4 Industrials 5.28%
5 Technology 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.38%
7,941
+341
52
$1.3M 0.38%
8,133
-293
53
$1.28M 0.37%
11,303
+2,450
54
$1.25M 0.36%
14,057
+5,755
55
$1.25M 0.36%
17,031
+2,046
56
$1.24M 0.36%
31,997
-6,725
57
$1.21M 0.35%
30,693
-708
58
$1.2M 0.35%
28,380
-28,300
59
$1.17M 0.34%
26,224
+7,820
60
$1.16M 0.34%
7,908
+942
61
$1.15M 0.33%
8,693
+5,043
62
$1.15M 0.33%
141,820
63
$1.14M 0.33%
+13,608
64
$1.12M 0.33%
9,953
+867
65
$1.12M 0.32%
26,316
-874
66
$1.11M 0.32%
6,690
+661
67
$1.11M 0.32%
18,234
-3,194
68
$1.1M 0.32%
8,417
+6,699
69
$1.1M 0.32%
9,585
+320
70
$1.09M 0.32%
46,092
-7,671
71
$1.05M 0.31%
21,254
-9,499
72
$1.04M 0.3%
28,738
+139
73
$1.03M 0.3%
+14,876
74
$1.03M 0.3%
29,835
75
$1.02M 0.3%
76,718
+977
1 2
3
4 5