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
$296M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.91M
3
+$1.31M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$642K
5
T icon
AT&T
T
+$510K

Top Sells

1
+$4.75M
2
+$2.38M
3
+$2.31M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$514K
5
MDU icon
MDU Resources
MDU
+$462K

Sector Composition

1 Communication Services 13.88%
2 Financials 8.42%
3 Technology 5.84%
4 Healthcare 5.69%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$636K 0.22%
15,911
+524
102
$600K 0.2%
10,154
-1,081
103
$574K 0.19%
8,172
-918
104
$566K 0.19%
3,241
-79
105
$559K 0.19%
3,601
-96
106
$543K 0.18%
6,857
-374
107
$534K 0.18%
18,716
-3,546
108
$524K 0.18%
8,440
+998
109
$524K 0.18%
5,375
-382
110
$507K 0.17%
6,293
-789
111
$480K 0.16%
14,458
-3,558
112
$468K 0.16%
5,877
-870
113
$450K 0.15%
4,738
-12
114
$444K 0.15%
33,566
-202
115
$439K 0.15%
6,317
-1,954
116
$437K 0.15%
3,877
+191
117
$424K 0.14%
13,715
+110
118
$423K 0.14%
24,815
-134
119
$423K 0.14%
8,039
-791
120
$422K 0.14%
15,875
+4,487
121
$422K 0.14%
6,212
-838
122
$417K 0.14%
7,703
-278
123
$414K 0.14%
6,967
124
$410K 0.14%
13,852
+613
125
$400K 0.14%
3,637
-529
3 4
5
6 7