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
$655M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$11.5M
3
+$11.1M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$9.51M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$8.12M

Top Sells

1
+$4.11M
2
+$3.47M
3
+$1.3M
4
ESNT icon
Essent Group
ESNT
+$1.06M
5
PX
Praxair Inc
PX
+$656K

Sector Composition

1 Financials 8.16%
2 Technology 7.79%
3 Industrials 7.01%
4 Healthcare 6.67%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.86M 0.44%
50,877
+8,510
52
$2.83M 0.43%
85,365
+57,405
53
$2.71M 0.41%
71,016
-13,392
54
$2.66M 0.41%
19,885
+2,005
55
$2.48M 0.38%
33,954
+4,304
56
$2.44M 0.37%
9,310
+164
57
$2.4M 0.37%
77,454
+4,125
58
$2.34M 0.36%
21,785
+1,345
59
$2.31M 0.35%
20,151
-162
60
$2.3M 0.35%
17,415
-210
61
$2.26M 0.34%
21,420
-4,786
62
$2.23M 0.34%
90,416
+6,153
63
$2.15M 0.33%
45,466
+1,589
64
$2.09M 0.32%
35,532
-2,018
65
$2.09M 0.32%
10,723
+100
66
$2.05M 0.31%
47,144
-972
67
$2.02M 0.31%
18,427
+403
68
$2M 0.31%
19,798
+4,655
69
$2M 0.31%
11,645
+189
70
$1.97M 0.3%
+29,834
71
$1.92M 0.29%
12,022
-949
72
$1.89M 0.29%
76,508
+475
73
$1.87M 0.28%
12,700
-839
74
$1.87M 0.28%
40,944
+6,210
75
$1.83M 0.28%
21,122
-430
1 2
3
4 5