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
$1.04B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.21M
3
+$4.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.41M
5
BA icon
Boeing
BA
+$2.73M

Top Sells

1
+$11M
2
+$4.18M
3
+$2.84M
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$2.14M
5
INWK
InnerWorkings, Inc.
INWK
+$1.82M

Sector Composition

1 Communication Services 12.6%
2 Technology 10.2%
3 Financials 8.2%
4 Industrials 7.02%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.91M 0.28%
52,627
+2,535
77
$2.72M 0.26%
21,229
-537
78
$2.51M 0.24%
55,748
-2,123
79
$2.5M 0.24%
16,964
+1,365
80
$2.5M 0.24%
14,113
+581
81
$2.49M 0.24%
56,415
+2,684
82
$2.48M 0.24%
23,228
+3,544
83
$2.46M 0.24%
11,575
+1,708
84
$2.43M 0.23%
43,212
+2,215
85
$2.42M 0.23%
12,836
-261
86
$2.37M 0.23%
14,922
-77
87
$2.34M 0.22%
13,727
+1,072
88
$2.32M 0.22%
181,038
-48,144
89
$2.29M 0.22%
20,574
+1,652
90
$2.27M 0.22%
26,570
-146
91
$2.2M 0.21%
84,832
-1,367
92
$2.08M 0.2%
38,743
+14,798
93
$2.04M 0.2%
6
+1
94
$2.02M 0.19%
18,766
+2,957
95
$2M 0.19%
24,094
-595
96
$1.96M 0.19%
6,575
+1,662
97
$1.93M 0.19%
10,745
+1,043
98
$1.85M 0.18%
21,006
+2,396
99
$1.8M 0.17%
7,831
+703
100
$1.8M 0.17%
+31,817
2 3
4
5 6