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
$480M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.68M
3
+$4.04M
4
ABBV icon
AbbVie
ABBV
+$3.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M

Top Sells

1
+$1.44M
2
+$747K
3
+$677K
4
VTV icon
Vanguard Value ETF
VTV
+$672K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$652K

Sector Composition

1 Communication Services 10.33%
2 Financials 9.89%
3 Technology 8.69%
4 Healthcare 7.69%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.44%
34,501
+2,722
52
$2.03M 0.42%
21,560
+13,516
53
$2.02M 0.42%
19,152
+977
54
$2.02M 0.42%
16,212
-771
55
$1.95M 0.41%
36,800
+4,109
56
$1.9M 0.4%
27,005
+2,567
57
$1.87M 0.39%
15,237
-636
58
$1.85M 0.39%
8,862
-245
59
$1.84M 0.38%
10,560
+709
60
$1.83M 0.38%
23,142
-7,196
61
$1.77M 0.37%
17,379
-3,132
62
$1.73M 0.36%
37,794
+4,796
63
$1.73M 0.36%
10,360
-110
64
$1.7M 0.35%
11,561
+4,502
65
$1.7M 0.35%
23,357
-3,427
66
$1.66M 0.35%
19,814
-2,280
67
$1.65M 0.34%
14,448
+659
68
$1.65M 0.34%
27,092
+45
69
$1.64M 0.34%
58,848
-1,463
70
$1.62M 0.34%
29,289
-380
71
$1.6M 0.33%
21,271
+1,554
72
$1.6M 0.33%
14,854
+3,218
73
$1.58M 0.33%
8,327
+488
74
$1.56M 0.32%
7,659
+287
75
$1.53M 0.32%
51,784
+6,314
1 2
3
4 5