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
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.7M
3
+$11.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.29M

Top Sells

1
+$47.4M
2
+$22.3M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$5.1M

Sector Composition

1 Technology 10.05%
2 Communication Services 7.97%
3 Industrials 7.36%
4 Consumer Discretionary 6.12%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.58M 0.44%
12,548
-9,751
52
$4.44M 0.42%
25,283
-59,205
53
$4.26M 0.41%
93,670
-39,890
54
$4.2M 0.4%
16,750
-2,985
55
$4.19M 0.4%
152,148
+9,293
56
$4.05M 0.39%
43,045
-12,131
57
$4.03M 0.38%
37,317
+23,237
58
$4.02M 0.38%
100,692
-20,631
59
$4.01M 0.38%
72,737
-14,187
60
$3.98M 0.38%
13,502
-3,258
61
$3.93M 0.37%
172,160
-89,261
62
$3.83M 0.36%
42,923
-6,300
63
$3.77M 0.36%
51,146
-7,787
64
$3.57M 0.34%
76,639
-30,350
65
$3.49M 0.33%
57,964
+15,428
66
$3.44M 0.33%
30,905
-2,104
67
$3.33M 0.32%
107,360
-36,026
68
$3.29M 0.31%
17,030
-3,457
69
$3.23M 0.31%
17,641
-1,254
70
$3.23M 0.31%
62,324
-580
71
$3.23M 0.31%
263,694
+35,388
72
$3.12M 0.3%
21,836
+808
73
$3.08M 0.29%
26,648
-7,342
74
$3.06M 0.29%
26,563
+13,981
75
$2.94M 0.28%
26,359
-7,360
1 2
3
4 5