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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.28M 0.43%
70,602
+32,762
52
$8.21M 0.43%
369,132
+346,292
53
$8.14M 0.43%
452,274
+418,494
54
$7.88M 0.41%
61,997
-10,405
55
$7.79M 0.41%
30,730
+694
56
$7.76M 0.41%
36,164
+1,570
57
$7.56M 0.4%
69,085
+3,672
58
$7.5M 0.39%
53,165
+8,722
59
$7.47M 0.39%
91,770
-6,938
60
$7.44M 0.39%
27,994
+10,865
61
$7.26M 0.38%
67,803
+7,556
62
$7.08M 0.37%
33,093
+15,532
63
$7.06M 0.37%
130,500
+30,660
64
$7.05M 0.37%
38,927
+9,953
65
$6.78M 0.36%
63,408
+44,196
66
$6.55M 0.34%
53,786
+267
67
$6.09M 0.32%
17,372
+2,880
68
$6.08M 0.32%
78,840
+23,876
69
$6.08M 0.32%
117,620
+88,334
70
$5.98M 0.31%
+50,868
71
$5.95M 0.31%
39,085
+19,784
72
$5.91M 0.31%
39,817
+3,696
73
$5.79M 0.3%
166,554
+14,373
74
$5.77M 0.3%
92,593
-88,021
75
$5.71M 0.3%
100,070
+15,588
1 2
3
4 5