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
$259M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.01M
3
+$831K
4
AAPL icon
Apple
AAPL
+$790K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$666K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.28M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$981K
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$872K

Sector Composition

1 Communication Services 18.15%
2 Financials 7.88%
3 Healthcare 5.44%
4 Technology 5.34%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$612K 0.24%
+22,846
77
$600K 0.23%
4,370
+1,859
78
$599K 0.23%
3,451
+846
79
$594K 0.23%
6,955
+3,226
80
$590K 0.23%
13,114
+4,834
81
$578K 0.22%
4,854
-24
82
$577K 0.22%
2,187
83
$568K 0.22%
7,449
+1,120
84
$567K 0.22%
5,891
+334
85
$567K 0.22%
4,750
+564
86
$562K 0.22%
19,911
87
$561K 0.22%
10,793
+96
88
$555K 0.21%
10,130
+2,200
89
$555K 0.21%
14,000
90
$537K 0.21%
10,040
+3,471
91
$531K 0.21%
27,115
+27
92
$522K 0.2%
+12,347
93
$521K 0.2%
17,643
+2,538
94
$493K 0.19%
5,235
+118
95
$474K 0.18%
5,032
+1,376
96
$473K 0.18%
5,049
97
$468K 0.18%
4,997
-1,095
98
$460K 0.18%
3,758
-60
99
$458K 0.18%
8,038
100
$453K 0.18%
20,000
2 3
4
5 6