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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.84M 0.3%
65,167
+10,666
77
$1.83M 0.3%
16,662
+1,234
78
$1.81M 0.29%
11,513
+1,199
79
$1.79M 0.29%
34,625
+7,871
80
$1.78M 0.29%
13,367
+3,476
81
$1.72M 0.28%
26,408
+4,267
82
$1.72M 0.28%
41,204
+9,804
83
$1.68M 0.27%
30,383
-2,462
84
$1.68M 0.27%
58,848
85
$1.68M 0.27%
12,497
+675
86
$1.64M 0.26%
150,841
+11,794
87
$1.63M 0.26%
+42,240
88
$1.59M 0.26%
6,786
-1,274
89
$1.54M 0.25%
19,120
-1,354
90
$1.54M 0.25%
22,611
+2,549
91
$1.51M 0.24%
10,900
+547
92
$1.5M 0.24%
26,395
+3,695
93
$1.5M 0.24%
23,103
-3,652
94
$1.47M 0.24%
44,918
+11,498
95
$1.47M 0.24%
29,174
+13,791
96
$1.46M 0.24%
7,831
+1,044
97
$1.46M 0.24%
+18,641
98
$1.45M 0.23%
26,998
-1,025
99
$1.36M 0.22%
22,700
-5,128
100
$1.34M 0.22%
8,962
+1,124
2 3
4
5 6