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
$259M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.01M
3
+$831K
4
AAPL icon
Apple
AAPL
+$790K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$666K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.28M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$981K
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$872K

Sector Composition

1 Communication Services 18.15%
2 Financials 7.88%
3 Healthcare 5.44%
4 Technology 5.34%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$442K 0.17%
28,522
+5,858
102
$420K 0.16%
3,815
-128
103
$414K 0.16%
5,571
-135
104
$412K 0.16%
3,885
+1,128
105
$411K 0.16%
15,468
+2,680
106
$410K 0.16%
15,678
-236
107
$409K 0.16%
6,243
+1,560
108
$409K 0.16%
3,156
109
$405K 0.16%
5,867
+437
110
$403K 0.16%
6,434
-479
111
$390K 0.15%
3,533
+616
112
$390K 0.15%
4,792
+2,326
113
$384K 0.15%
12,156
+6,091
114
$384K 0.15%
26,538
+2,490
115
$378K 0.15%
7,362
+75
116
$369K 0.14%
+6,254
117
$363K 0.14%
12,550
+1,090
118
$354K 0.14%
2,025
+74
119
$347K 0.13%
+11,609
120
$338K 0.13%
16,577
-84
121
$337K 0.13%
6,950
+1,586
122
$335K 0.13%
12,539
+30
123
$333K 0.13%
3,173
+140
124
$317K 0.12%
3,434
+920
125
$312K 0.12%
+5,858
3 4
5
6 7