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
$480M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.68M
3
+$4.04M
4
ABBV icon
AbbVie
ABBV
+$3.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M

Top Sells

1
+$1.44M
2
+$747K
3
+$677K
4
VTV icon
Vanguard Value ETF
VTV
+$672K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$652K

Sector Composition

1 Communication Services 10.33%
2 Financials 9.89%
3 Technology 8.69%
4 Healthcare 7.69%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.32%
12,916
-313
77
$1.5M 0.31%
33,326
-1,949
78
$1.48M 0.31%
9,563
+7,448
79
$1.46M 0.31%
20,483
+3,375
80
$1.43M 0.3%
9,190
-442
81
$1.43M 0.3%
23,736
+852
82
$1.39M 0.29%
25,866
+5,364
83
$1.31M 0.27%
17,369
-856
84
$1.28M 0.27%
149,047
-17,000
85
$1.22M 0.25%
25,347
+17,127
86
$1.2M 0.25%
19,587
+2,392
87
$1.19M 0.25%
8,842
+460
88
$1.18M 0.25%
6,304
-639
89
$1.14M 0.24%
18,798
-1,558
90
$1.12M 0.23%
27,988
+6,705
91
$1.11M 0.23%
13,778
+1,638
92
$1.09M 0.23%
18,967
+10,193
93
$1.09M 0.23%
40,848
+492
94
$1.06M 0.22%
5,677
+307
95
$1.05M 0.22%
73,668
-1,325
96
$1.04M 0.22%
22,081
-1,411
97
$1.04M 0.22%
26,676
+740
98
$1.04M 0.22%
7,040
+184
99
$1.02M 0.21%
29,835
100
$1.02M 0.21%
95,340
-5,352
2 3
4
5 6