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
$310M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$1.44M
3
+$1.43M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.12M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$994K

Top Sells

1
+$1.62M
2
+$1.05M
3
+$712K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$700K
5
INTU icon
Intuit
INTU
+$400K

Sector Composition

1 Communication Services 11.54%
2 Financials 9.59%
3 Technology 5.79%
4 Industrials 4.93%
5 Healthcare 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$629K 0.2%
8,491
-2,008
102
$597K 0.19%
5,648
-148
103
$583K 0.19%
6,039
+162
104
$582K 0.19%
7,372
-844
105
$581K 0.19%
5,299
106
$565K 0.18%
3,035
-206
107
$564K 0.18%
5,567
+829
108
$564K 0.18%
18,896
-10,324
109
$563K 0.18%
8,320
+2,603
110
$557K 0.18%
16,855
+3,140
111
$555K 0.18%
5,355
-20
112
$553K 0.18%
6,212
113
$548K 0.18%
14,271
-4,959
114
$535K 0.17%
6,441
-1,004
115
$533K 0.17%
5,070
+1,365
116
$530K 0.17%
15,362
+904
117
$520K 0.17%
7,132
-1,040
118
$517K 0.17%
24,819
+4
119
$514K 0.17%
15,875
120
$499K 0.16%
3,747
-1,276
121
$494K 0.16%
15,437
+1,585
122
$469K 0.15%
5,909
-384
123
$456K 0.15%
+5,359
124
$455K 0.15%
33,795
+229
125
$453K 0.15%
+10,150
3 4
5
6 7