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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.56M 0.29%
94,615
+15,021
77
$5.53M 0.29%
43,164
+325
78
$5.51M 0.29%
32,704
-1,333
79
$5.41M 0.28%
+237,906
80
$5.39M 0.28%
123,867
-272,666
81
$5.38M 0.28%
94,696
+5,653
82
$5.33M 0.28%
245,223
+39,831
83
$5.25M 0.28%
346,344
+290,526
84
$5.25M 0.28%
+52,008
85
$5.15M 0.27%
65,989
+12,684
86
$5.05M 0.27%
23,093
+7,051
87
$5.05M 0.26%
122,432
+2,170
88
$5.04M 0.26%
58,395
-23,838
89
$4.99M 0.26%
111,474
-4,178
90
$4.95M 0.26%
103,029
+4,194
91
$4.94M 0.26%
161,229
+146,887
92
$4.92M 0.26%
105,635
-5,922
93
$4.64M 0.24%
125,932
+16,477
94
$4.49M 0.24%
13,073
+2,932
95
$4.43M 0.23%
22,745
+4,528
96
$4.26M 0.22%
24,269
+1,508
97
$4.08M 0.21%
10,841
+6,650
98
$4.03M 0.21%
250,792
+114,328
99
$3.85M 0.2%
7,700
+5,929
100
$3.74M 0.2%
64,070
-20,992
2 3
4
5 6