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
$243M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$1.48M
3
+$1.47M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$872K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$701K

Top Sells

1
+$790K
2
+$685K
3
+$373K
4
MWW
Monster Worldwide Inc
MWW
+$346K
5
BKNG icon
Booking.com
BKNG
+$273K

Sector Composition

1 Communication Services 20.62%
2 Financials 7.67%
3 Energy 5.12%
4 Industrials 4.87%
5 Technology 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$527K 0.22%
5,363
-402
77
$521K 0.21%
+9,760
78
$512K 0.21%
19,911
79
$492K 0.2%
30,441
80
$471K 0.19%
4,186
-2,085
81
$457K 0.19%
7,005
-70
82
$456K 0.19%
5,117
-873
83
$455K 0.19%
5,049
-87
84
$446K 0.18%
3,818
+1
85
$445K 0.18%
+8,192
86
$443K 0.18%
4,754
-123
87
$442K 0.18%
5,557
+2,466
88
$439K 0.18%
+20,000
89
$430K 0.18%
3,943
-1,021
90
$429K 0.18%
7,287
+67
91
$427K 0.18%
5,706
+386
92
$425K 0.18%
+27,088
93
$424K 0.17%
11,070
+100
94
$424K 0.17%
15,105
-297
95
$421K 0.17%
2,605
96
$419K 0.17%
8,038
+122
97
$416K 0.17%
5,430
+47
98
$416K 0.17%
6,913
-896
99
$412K 0.17%
15,914
-2,732
100
$411K 0.17%
7,930
-113
2 3
4
5 6