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
$189M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$407K
3
+$398K
4
VZ icon
Verizon
VZ
+$375K
5
SLB icon
SLB Ltd
SLB
+$368K

Top Sells

1
+$5.91M
2
+$5.48M
3
+$2.74M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$856K

Sector Composition

1 Communication Services 16.2%
2 Financials 7.59%
3 Technology 5.42%
4 Energy 5.21%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.15%
2,168
+183
102
$279K 0.15%
19,129
+4,900
103
$258K 0.14%
+58,520
104
$251K 0.13%
+3,616
105
$249K 0.13%
7,500
-218
106
$247K 0.13%
3,922
-47
107
$244K 0.13%
+1,916
108
$240K 0.13%
12,844
109
$239K 0.13%
+2,079
110
$237K 0.13%
6,292
+591
111
$234K 0.12%
10,460
-4,800
112
$227K 0.12%
14,540
-60
113
$225K 0.12%
2,225
+17
114
$224K 0.12%
3,322
-53
115
$222K 0.12%
4,329
-1,284
116
$219K 0.12%
+217
117
$218K 0.12%
+14,358
118
$217K 0.12%
6,312
-451
119
$214K 0.11%
2,825
-225
120
$213K 0.11%
+7,822
121
$213K 0.11%
+3,677
122
$212K 0.11%
1,995
+29
123
$210K 0.11%
+7,633
124
$210K 0.11%
+1,966
125
$209K 0.11%
1,996
-3,755
2 3 4
5
6