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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.42M 0.26%
14,035
-430
77
$2.4M 0.26%
93,112
-1,760
78
$2.34M 0.25%
13,397
+3,124
79
$2.32M 0.25%
17,596
+3,994
80
$2.24M 0.24%
12,180
+1,008
81
$2.18M 0.24%
20,344
+18
82
$2.18M 0.24%
52,240
-21,868
83
$2.11M 0.23%
19,836
-4,031
84
$2.1M 0.23%
14,517
+1,953
85
$2.08M 0.23%
11,144
-436
86
$2.01M 0.22%
28,476
+3,105
87
$2.01M 0.22%
40,983
-369
88
$1.98M 0.21%
11,946
-305
89
$1.97M 0.21%
13,197
+4,029
90
$1.94M 0.21%
45,791
-1,699
91
$1.92M 0.21%
19,000
+1,037
92
$1.91M 0.21%
6
-7
93
$1.91M 0.21%
24,640
+1,025
94
$1.86M 0.2%
36,510
-2,278
95
$1.84M 0.2%
63,882
+9,100
96
$1.84M 0.2%
156,300
+6,690
97
$1.73M 0.19%
24,153
+2,858
98
$1.69M 0.18%
6,364
+901
99
$1.6M 0.17%
28,169
-307
100
$1.6M 0.17%
17,933
+1,881
2 3
4
5 6