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
$310M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$1.44M
3
+$1.43M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.12M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$994K

Top Sells

1
+$1.62M
2
+$1.05M
3
+$712K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$700K
5
INTU icon
Intuit
INTU
+$400K

Sector Composition

1 Communication Services 11.54%
2 Financials 9.59%
3 Technology 5.79%
4 Industrials 4.93%
5 Healthcare 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$831K 0.27%
9,086
+1,047
77
$799K 0.26%
50,000
78
$794K 0.26%
29,752
+4,452
79
$787K 0.25%
9,507
-119
80
$786K 0.25%
6,857
-60
81
$782K 0.25%
14,030
-1,686
82
$780K 0.25%
16,635
-1,306
83
$766K 0.25%
11,756
-279
84
$736K 0.24%
+6,878
85
$731K 0.24%
12,503
-77
86
$708K 0.23%
18,404
-251
87
$702K 0.23%
8,358
-2,368
88
$700K 0.23%
9,532
-147
89
$691K 0.22%
10,045
-1,608
90
$679K 0.22%
5,103
91
$677K 0.22%
12,911
+7,911
92
$675K 0.22%
1,773
-300
93
$675K 0.22%
9,818
+1,378
94
$674K 0.22%
9,768
-184
95
$665K 0.21%
11,519
+1,365
96
$664K 0.21%
15,437
-474
97
$649K 0.21%
23,991
+542
98
$648K 0.21%
8,302
-4
99
$633K 0.2%
11,652
-427
100
$633K 0.2%
3,666
+65
2 3
4
5 6