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
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.8M
3
+$12.3M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$11.7M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 10.55%
2 Financials 7.92%
3 Technology 5.47%
4 Energy 5.12%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.15%
+7,573
102
$261K 0.15%
+3,059
103
$257K 0.14%
+2,602
104
$244K 0.14%
+6,399
105
$244K 0.14%
+3,050
106
$237K 0.13%
+7,718
107
$231K 0.13%
+6,763
108
$224K 0.13%
+5,701
109
$220K 0.12%
+12,844
110
$216K 0.12%
+2,525
111
$215K 0.12%
+1,985
112
$213K 0.12%
+2,208
113
$209K 0.12%
+13,536
114
$207K 0.12%
+1,966
115
$207K 0.12%
+19,436
116
$206K 0.12%
+10,096
117
$206K 0.12%
+3,375
118
$203K 0.11%
+14,600
119
$203K 0.11%
+3,969
120
$202K 0.11%
+14,229
121
$200K 0.11%
+4,177
122
$189K 0.11%
+25,653
123
$189K 0.11%
+12,246
124
$109K 0.06%
+23,647
125
$106K 0.06%
+11,513
2 3 4
5
6