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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.37M 0.47%
55,765
-22,993
52
$4.32M 0.47%
75,621
+21,721
53
$4.03M 0.44%
50,045
+337
54
$3.69M 0.4%
94,955
-22,350
55
$3.65M 0.4%
22,334
+1,510
56
$3.58M 0.39%
97,068
+22,782
57
$3.57M 0.39%
20,561
-538
58
$3.57M 0.39%
53,440
-23,443
59
$3.56M 0.39%
68,005
+6,385
60
$3.52M 0.38%
43,991
+7,375
61
$3.42M 0.37%
125,449
-318
62
$3.3M 0.36%
21,232
+498
63
$3.21M 0.35%
48,859
-2,870
64
$3.21M 0.35%
22,989
+2,022
65
$3.17M 0.34%
86,330
+55,820
66
$3.15M 0.34%
23,349
-707
67
$3.12M 0.34%
69,532
-46,104
68
$3.07M 0.33%
45,430
+1,053
69
$2.81M 0.31%
23,346
+964
70
$2.78M 0.3%
24,138
+2,648
71
$2.66M 0.29%
16,965
+899
72
$2.64M 0.29%
51,484
+5,996
73
$2.63M 0.29%
12,629
+729
74
$2.61M 0.28%
51,201
+3,513
75
$2.5M 0.27%
86,205
+4,566
1 2
3
4 5