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
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.8M
3
+$12.3M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$11.7M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 10.55%
2 Financials 7.92%
3 Technology 5.47%
4 Energy 5.12%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$369K 0.21%
+8,260
77
$365K 0.21%
+4,222
78
$364K 0.21%
+6,523
79
$363K 0.2%
+5,756
80
$362K 0.2%
+8,194
81
$354K 0.2%
+3,577
82
$352K 0.2%
+6,145
83
$344K 0.19%
+14,213
84
$339K 0.19%
+2,992
85
$334K 0.19%
+16,045
86
$326K 0.18%
+12,109
87
$326K 0.18%
+1,750
88
$321K 0.18%
+3,500
89
$320K 0.18%
+15,260
90
$320K 0.18%
+12,047
91
$317K 0.18%
+5,532
92
$312K 0.18%
+4,711
93
$308K 0.17%
+3,998
94
$300K 0.17%
+11,988
95
$284K 0.16%
+1,935
96
$282K 0.16%
+2,967
97
$281K 0.16%
+6,162
98
$280K 0.16%
+5,613
99
$276K 0.16%
+3,567
100
$264K 0.15%
+6,194
2 3
4
5 6