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
$1.04B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.21M
3
+$4.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.41M
5
BA icon
Boeing
BA
+$2.73M

Top Sells

1
+$11M
2
+$4.18M
3
+$2.84M
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$2.14M
5
INWK
InnerWorkings, Inc.
INWK
+$1.82M

Sector Composition

1 Communication Services 12.6%
2 Technology 10.2%
3 Financials 8.2%
4 Industrials 7.02%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5M 0.48%
27,429
+2,700
52
$4.99M 0.48%
57,525
+1,610
53
$4.58M 0.44%
102,925
-2,006
54
$4.52M 0.43%
56,168
+13,666
55
$4.51M 0.43%
23,984
+987
56
$4.48M 0.43%
113,190
+1,128
57
$4.24M 0.41%
50,505
-245
58
$4.16M 0.4%
111,949
+1,873
59
$4.03M 0.39%
34,395
+18,802
60
$4.02M 0.39%
67,848
-2,426
61
$3.97M 0.38%
52,090
-618
62
$3.76M 0.36%
116,200
+14,850
63
$3.71M 0.36%
22,385
+891
64
$3.7M 0.35%
22,330
+2,800
65
$3.66M 0.35%
88,995
-830
66
$3.54M 0.34%
24,472
+516
67
$3.45M 0.33%
56,936
+4,664
68
$3.44M 0.33%
123,820
+2,905
69
$3.37M 0.32%
22,805
+23
70
$3.26M 0.31%
92,522
-161
71
$3.21M 0.31%
66,364
+1,064
72
$3.17M 0.3%
13,151
+885
73
$3.13M 0.3%
45,071
+658
74
$3.01M 0.29%
13,801
+504
75
$3M 0.29%
24,069
+149
1 2
3
4 5