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
$212M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$1.77M
3
+$1.66M
4
USB icon
US Bancorp
USB
+$1.22M
5
LMT icon
Lockheed Martin
LMT
+$998K

Top Sells

1
+$3.77M
2
+$1.55M
3
+$1.22M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.1M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$747K

Sector Composition

1 Communication Services 14.92%
2 Financials 7.87%
3 Technology 5.54%
4 Industrials 5.51%
5 Energy 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$315K 0.15%
17,691
-1,438
102
$313K 0.15%
3,724
-280
103
$308K 0.15%
58,520
104
$305K 0.14%
16,152
105
$301K 0.14%
+4,429
106
$296K 0.14%
3,594
-1,108
107
$296K 0.14%
2,692
-275
108
$292K 0.14%
+7,631
109
$288K 0.14%
+3,576
110
$287K 0.14%
7,131
+839
111
$286K 0.13%
5,512
-682
112
$280K 0.13%
14,060
-480
113
$280K 0.13%
2,640
+645
114
$280K 0.13%
11,862
+31
115
$278K 0.13%
6,993
+681
116
$274K 0.13%
2,301
+222
117
$269K 0.13%
+5,757
118
$267K 0.13%
2,414
+189
119
$261K 0.12%
+6,270
120
$260K 0.12%
4,918
+382
121
$259K 0.12%
7,992
+359
122
$258K 0.12%
10,460
123
$256K 0.12%
4,908
-1,241
124
$256K 0.12%
2,165
+199
125
$251K 0.12%
3,556
-60
3 4
5
6 7