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
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.7M
3
+$11.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.29M

Top Sells

1
+$47.4M
2
+$22.3M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$5.1M

Sector Composition

1 Technology 10.05%
2 Communication Services 7.97%
3 Industrials 7.36%
4 Consumer Discretionary 6.12%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.88M 0.27%
24,552
+1,410
77
$2.73M 0.26%
19,099
-15,095
78
$2.7M 0.26%
44,976
-11,252
79
$2.69M 0.26%
9,483
-1,953
80
$2.67M 0.25%
39,122
-5,324
81
$2.67M 0.25%
18,292
-2,259
82
$2.66M 0.25%
42,878
-6,992
83
$2.64M 0.25%
103,132
-70,799
84
$2.58M 0.25%
10,961
-7,412
85
$2.42M 0.23%
14,470
+2,532
86
$2.31M 0.22%
12,801
-36
87
$2.18M 0.21%
59,323
-6,214
88
$2.13M 0.2%
59,745
+1,405
89
$2.1M 0.2%
34,484
-5,027
90
$2.05M 0.19%
41,713
+5,204
91
$2.05M 0.19%
15,687
-4,002
92
$2.04M 0.19%
12,446
-8,617
93
$1.99M 0.19%
83,930
-45,104
94
$1.96M 0.19%
21,481
+3,692
95
$1.93M 0.18%
12,986
-824
96
$1.93M 0.18%
68,830
+201
97
$1.82M 0.17%
12,194
+4,907
98
$1.75M 0.17%
44,988
-51,909
99
$1.75M 0.17%
10,016
-806
100
$1.75M 0.17%
24,285
-24,240
2 3
4
5 6