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
$420M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$677K
3
+$531K
4
KMB icon
Kimberly-Clark
KMB
+$417K
5
PNC icon
PNC Financial Services
PNC
+$339K

Top Sells

1
+$2.87M
2
+$2.66M
3
+$1.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.28M

Sector Composition

1 Communication Services 10.35%
2 Financials 9.28%
3 Technology 7.11%
4 Healthcare 6.81%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.31%
6,943
-999
77
$1.28M 0.31%
15,682
-3,777
78
$1.28M 0.3%
7,839
-70
79
$1.25M 0.3%
20,502
+1,237
80
$1.24M 0.3%
11,952
-604
81
$1.16M 0.27%
20,356
-2,032
82
$1.15M 0.27%
45,470
-33
83
$1.15M 0.27%
11,636
+282
84
$1.14M 0.27%
23,492
-1,766
85
$1.13M 0.27%
8,085
-716
86
$1.13M 0.27%
9,959
+453
87
$1.1M 0.26%
29,835
88
$1.1M 0.26%
17,195
-313
89
$1.09M 0.26%
40,356
+7,472
90
$1.08M 0.26%
17,108
-618
91
$1.06M 0.25%
74,993
-748
92
$1.06M 0.25%
15,419
-2,519
93
$1.05M 0.25%
21,920
-1,340
94
$1.05M 0.25%
21,254
95
$1.02M 0.24%
100,692
-3,744
96
$992K 0.24%
2,219
+192
97
$979K 0.23%
7,059
-177
98
$972K 0.23%
8,382
-1,795
99
$969K 0.23%
6,856
-2,887
100
$961K 0.23%
5,370
+844
2 3
4
5 6