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
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.55M 0.44%
23,898
+12,323
52
$4.44M 0.43%
143,386
+31,437
53
$4.33M 0.42%
58,933
+1,408
54
$4.21M 0.41%
43,738
-810
55
$4.21M 0.41%
106,989
-1,166
56
$4.18M 0.4%
16,760
-2,582
57
$3.91M 0.38%
34,194
+11,809
58
$3.81M 0.37%
102,009
+100
59
$3.73M 0.36%
18,373
+5,222
60
$3.69M 0.36%
19,735
+5,934
61
$3.6M 0.35%
33,990
+12,761
62
$3.57M 0.34%
49,223
-4,492
63
$3.5M 0.34%
70,144
+65,040
64
$3.4M 0.33%
51,641
+32,335
65
$3.38M 0.33%
56,228
-708
66
$3.35M 0.32%
+142,855
67
$3.35M 0.32%
38,683
-21,779
68
$3.33M 0.32%
96,897
+41,149
69
$3.3M 0.32%
20,487
-3,497
70
$3.26M 0.31%
33,719
+9,247
71
$3.1M 0.3%
55,083
+23,266
72
$3.08M 0.3%
33,009
-1,386
73
$2.82M 0.27%
18,895
-6,680
74
$2.78M 0.27%
19,731
+10,453
75
$2.77M 0.27%
21,063
-9,185
1 2
3
4 5