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
$296M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.91M
3
+$1.31M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$642K
5
T icon
AT&T
T
+$510K

Top Sells

1
+$4.75M
2
+$2.38M
3
+$2.31M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$514K
5
MDU icon
MDU Resources
MDU
+$462K

Sector Composition

1 Communication Services 13.88%
2 Financials 8.42%
3 Technology 5.84%
4 Healthcare 5.69%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$813K 0.28%
19,230
-150
77
$782K 0.26%
8,039
-220
78
$776K 0.26%
9,626
-637
79
$774K 0.26%
50,000
80
$764K 0.26%
75,741
-2,909
81
$756K 0.26%
6,917
+40
82
$751K 0.25%
2,073
+26
83
$733K 0.25%
18,655
-886
84
$731K 0.25%
8,216
-93
85
$727K 0.25%
83,412
+22,410
86
$712K 0.24%
15,310
87
$707K 0.24%
29,835
88
$703K 0.24%
25,300
+2,018
89
$687K 0.23%
8,306
+242
90
$678K 0.23%
12,580
-393
91
$677K 0.23%
12,079
-736
92
$672K 0.23%
10,499
-296
93
$666K 0.23%
5,299
94
$662K 0.22%
5,023
-180
95
$657K 0.22%
5,796
-6
96
$654K 0.22%
5,103
97
$653K 0.22%
7,445
+130
98
$648K 0.22%
23,449
-497
99
$648K 0.22%
9,679
-437
100
$636K 0.22%
9,952
+304
2 3
4
5 6