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
$420M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$677K
3
+$531K
4
KMB icon
Kimberly-Clark
KMB
+$417K
5
PNC icon
PNC Financial Services
PNC
+$339K

Top Sells

1
+$2.87M
2
+$2.66M
3
+$1.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.28M

Sector Composition

1 Communication Services 10.35%
2 Financials 9.28%
3 Technology 7.11%
4 Healthcare 6.81%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.45%
10,671
-95
52
$1.87M 0.44%
21,023
-2,657
53
$1.86M 0.44%
17,510
+2,679
54
$1.84M 0.44%
9,851
+477
55
$1.83M 0.44%
15,873
-4,324
56
$1.75M 0.42%
31,779
-3,499
57
$1.74M 0.41%
9,107
-1,282
58
$1.73M 0.41%
60,311
59
$1.72M 0.41%
35,300
-80
60
$1.67M 0.4%
24,438
-1,170
61
$1.66M 0.39%
166,047
62
$1.62M 0.38%
32,691
-2,865
63
$1.55M 0.37%
29,669
-144
64
$1.55M 0.37%
10,470
-1,500
65
$1.53M 0.36%
35,275
+4,585
66
$1.52M 0.36%
7,372
-1,258
67
$1.49M 0.35%
32,998
-1,842
68
$1.46M 0.35%
27,047
-5,699
69
$1.45M 0.35%
13,789
-563
70
$1.45M 0.34%
13,229
-352
71
$1.44M 0.34%
19,717
+555
72
$1.4M 0.33%
18,225
+431
73
$1.4M 0.33%
9,632
-896
74
$1.36M 0.32%
25,556
+95
75
$1.34M 0.32%
22,884
+16,698
1 2
3
4 5