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
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.74M 0.26%
129,034
+36,512
77
$2.71M 0.26%
11,436
+6,947
78
$2.6M 0.25%
62,904
-3,460
79
$2.49M 0.24%
44,446
-6,059
80
$2.49M 0.24%
21,028
-1,777
81
$2.45M 0.24%
9
+3
82
$2.39M 0.23%
23,142
-927
83
$2.38M 0.23%
49,870
-2,220
84
$2.37M 0.23%
20,551
-1,779
85
$2.3M 0.22%
228,306
+47,268
86
$2.29M 0.22%
31,745
+7,651
87
$2.26M 0.22%
65,537
-2,311
88
$2.25M 0.22%
19,689
+2,725
89
$2.24M 0.22%
123,801
-19
90
$2.13M 0.21%
42,536
-13,632
91
$2.11M 0.2%
39,511
-5,560
92
$2.09M 0.2%
+4,286
93
$2.03M 0.2%
59,551
+36,396
94
$1.98M 0.19%
8,836
+2,343
95
$1.94M 0.19%
+62,149
96
$1.92M 0.19%
68,629
-16,203
97
$1.9M 0.18%
12,837
+1
98
$1.9M 0.18%
16,350
+9,525
99
$1.89M 0.18%
13,810
+83
100
$1.81M 0.17%
13,526
-587
2 3
4
5 6