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
$243M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$1.48M
3
+$1.47M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$872K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$701K

Top Sells

1
+$790K
2
+$685K
3
+$373K
4
MWW
Monster Worldwide Inc
MWW
+$346K
5
BKNG icon
Booking.com
BKNG
+$273K

Sector Composition

1 Communication Services 20.62%
2 Financials 7.67%
3 Energy 5.12%
4 Industrials 4.87%
5 Technology 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$407K 0.17%
3,156
+36
102
$389K 0.16%
3,656
+370
103
$379K 0.16%
3,729
+2
104
$375K 0.15%
6,329
-914
105
$373K 0.15%
24,048
+4,924
106
$367K 0.15%
1,863
107
$366K 0.15%
16,661
-17
108
$349K 0.14%
4,408
109
$344K 0.14%
8,280
+553
110
$342K 0.14%
2,511
+2
111
$340K 0.14%
11,491
112
$337K 0.14%
1,750
113
$335K 0.14%
22,664
-225
114
$331K 0.14%
6,485
+18
115
$320K 0.13%
2,917
+588
116
$317K 0.13%
+1,951
117
$313K 0.13%
11,460
118
$313K 0.13%
6,569
-379
119
$311K 0.13%
5,518
+378
120
$308K 0.13%
7,759
+190
121
$305K 0.13%
2,309
+150
122
$300K 0.12%
12,788
123
$294K 0.12%
12,509
+33
124
$293K 0.12%
+2,757
125
$279K 0.12%
2,199
-35
3 4
5
6 7