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
$212M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$1.77M
3
+$1.66M
4
USB icon
US Bancorp
USB
+$1.22M
5
LMT icon
Lockheed Martin
LMT
+$998K

Top Sells

1
+$3.77M
2
+$1.55M
3
+$1.22M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.1M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$747K

Sector Composition

1 Communication Services 14.92%
2 Financials 7.87%
3 Technology 5.54%
4 Industrials 5.51%
5 Energy 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$493K 0.23%
5,076
+565
77
$469K 0.22%
8,818
+51
78
$463K 0.22%
4,917
79
$450K 0.21%
3,127
+505
80
$438K 0.21%
4,165
-162
81
$429K 0.2%
6,581
+1,223
82
$426K 0.2%
14,675
-36
83
$411K 0.19%
7,158
-1,036
84
$407K 0.19%
5,480
+2,158
85
$387K 0.18%
6,617
-7,004
86
$383K 0.18%
16,393
+348
87
$379K 0.18%
14,587
+358
88
$374K 0.18%
+6,856
89
$370K 0.17%
11,491
90
$343K 0.16%
+2,635
91
$342K 0.16%
8,948
+1,448
92
$336K 0.16%
7,659
+92
93
$336K 0.16%
4,468
-243
94
$334K 0.16%
1,750
95
$330K 0.16%
3,500
96
$327K 0.15%
1,934
-1
97
$325K 0.15%
6,283
98
$323K 0.15%
6,162
99
$320K 0.15%
2,268
+100
100
$320K 0.15%
4,255
+333
2 3
4
5 6