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
$189M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$407K
3
+$398K
4
VZ icon
Verizon
VZ
+$375K
5
SLB icon
SLB Ltd
SLB
+$368K

Top Sells

1
+$5.91M
2
+$5.48M
3
+$2.74M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$856K

Sector Composition

1 Communication Services 16.2%
2 Financials 7.59%
3 Technology 5.42%
4 Energy 5.21%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$402K 0.21%
4,970
+18
77
$401K 0.21%
14,711
+2,664
78
$395K 0.21%
4,327
+105
79
$383K 0.2%
4,762
-2,274
80
$372K 0.2%
11,491
-2,462
81
$368K 0.2%
+4,165
82
$357K 0.19%
4,702
+1,135
83
$344K 0.18%
16,045
84
$344K 0.18%
12,183
+74
85
$333K 0.18%
3,500
86
$331K 0.18%
6,283
-240
87
$326K 0.17%
14,229
+16
88
$324K 0.17%
4,711
89
$321K 0.17%
1,750
90
$318K 0.17%
5,358
-174
91
$311K 0.16%
4,004
+6
92
$309K 0.16%
6,162
93
$305K 0.16%
7,567
-6
94
$304K 0.16%
2,967
95
$299K 0.16%
2,622
+20
96
$299K 0.16%
2,992
97
$298K 0.16%
6,149
+1,972
98
$298K 0.16%
1,935
99
$293K 0.16%
11,831
-157
100
$289K 0.15%
6,194
2 3
4
5 6