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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.2M 0.26%
363,403
52
$14.1M 0.26%
222,029
53
$13.8M 0.25%
238,596
54
$13.6M 0.25%
586,124
55
$13.4M 0.24%
38,017
56
$12.4M 0.22%
25,398
57
$12.2M 0.22%
55,297
58
$12M 0.22%
66,238
59
$11.9M 0.22%
78,167
60
$11.3M 0.21%
91,524
61
$11.3M 0.2%
101,421
62
$11.2M 0.2%
24
63
$11.2M 0.2%
21,217
64
$10.9M 0.2%
59,510
65
$10.7M 0.19%
158,059
66
$10.4M 0.19%
98,832
67
$10.4M 0.19%
39,460
68
$10.4M 0.19%
59,409
69
$10.1M 0.18%
86,124
70
$9.76M 0.18%
36,664
71
$9.75M 0.18%
185,314
72
$9.64M 0.18%
640,623
73
$9.45M 0.17%
86,086
74
$9.36M 0.17%
61,789
75
$9.01M 0.16%
20,857
1 2
3
4 5