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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.41%
20,353
+2,178
52
$2.51M 0.41%
13,578
+6,169
53
$2.48M 0.4%
31,675
+19,134
54
$2.38M 0.39%
25,733
-4,205
55
$2.38M 0.39%
35,553
+5,568
56
$2.22M 0.36%
13,660
-107
57
$2.21M 0.36%
19,575
+4,884
58
$2.19M 0.35%
88,794
+14,503
59
$2.19M 0.35%
43,472
+6,478
60
$2.08M 0.34%
21,616
-1,142
61
$2.07M 0.34%
10,618
+1,883
62
$2.04M 0.33%
71,433
-6,732
63
$2.03M 0.33%
19,374
+4,566
64
$2.02M 0.33%
12,307
-880
65
$2.02M 0.33%
29,235
-1,788
66
$1.98M 0.32%
23,828
+5,220
67
$1.96M 0.32%
28,719
+3,005
68
$1.95M 0.32%
11,343
+520
69
$1.95M 0.31%
23,318
+7,675
70
$1.94M 0.31%
14,540
+2,260
71
$1.93M 0.31%
43,908
+10,059
72
$1.93M 0.31%
33,232
+7,004
73
$1.91M 0.31%
14,425
+1,452
74
$1.89M 0.31%
44,147
-900
75
$1.88M 0.3%
12,056
+2,242
1 2
3
4 5