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
$420M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$677K
3
+$531K
4
KMB icon
Kimberly-Clark
KMB
+$417K
5
PNC icon
PNC Financial Services
PNC
+$339K

Top Sells

1
+$2.87M
2
+$2.66M
3
+$1.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.28M

Sector Composition

1 Communication Services 10.35%
2 Financials 9.28%
3 Technology 7.11%
4 Healthcare 6.81%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$952K 0.23%
12,831
+1,244
102
$950K 0.23%
25,936
+4,528
103
$921K 0.22%
6,741
-1,175
104
$909K 0.22%
17,247
-24,205
105
$905K 0.22%
4,043
-1,386
106
$901K 0.21%
16,830
-1,272
107
$887K 0.21%
12,140
+1,205
108
$879K 0.21%
7,466
+3,541
109
$878K 0.21%
7,310
+78
110
$858K 0.2%
6,462
-154
111
$840K 0.2%
13,022
+300
112
$827K 0.2%
22,916
+8,760
113
$823K 0.2%
29,582
114
$819K 0.19%
21,283
+737
115
$801K 0.19%
9,465
+2,373
116
$790K 0.19%
7,321
+1,573
117
$788K 0.19%
20,297
-5,024
118
$763K 0.18%
16,358
-2,608
119
$762K 0.18%
8,462
-9,695
120
$750K 0.18%
6,765
+1,683
121
$739K 0.18%
20,640
-150
122
$736K 0.18%
15,416
-421
123
$716K 0.17%
8,044
+74
124
$677K 0.16%
+12,548
125
$675K 0.16%
13,365
3 4
5
6 7