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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.76M 0.16%
331,426
77
$8.75M 0.16%
133,277
78
$8.66M 0.16%
27,431
79
$8.58M 0.16%
80,578
80
$8.49M 0.15%
419,276
81
$8.46M 0.15%
101,152
82
$8.36M 0.15%
112,517
83
$8.26M 0.15%
512,584
84
$8.21M 0.15%
61,215
85
$7.96M 0.14%
158,822
86
$7.83M 0.14%
293,366
87
$7.78M 0.14%
85,225
88
$7.49M 0.14%
36,725
89
$7.29M 0.13%
167,140
90
$7.22M 0.13%
124,796
91
$7.1M 0.13%
48,953
92
$6.9M 0.13%
139,503
93
$6.85M 0.12%
49,373
94
$6.75M 0.12%
133,860
95
$6.69M 0.12%
130,487
96
$6.67M 0.12%
37,160
97
$6.56M 0.12%
37,633
98
$6.46M 0.12%
289,034
99
$6.41M 0.12%
265,582
100
$6.28M 0.11%
287,337
2 3
4
5 6