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
$480M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.68M
3
+$4.04M
4
ABBV icon
AbbVie
ABBV
+$3.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M

Top Sells

1
+$1.44M
2
+$747K
3
+$677K
4
VTV icon
Vanguard Value ETF
VTV
+$672K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$652K

Sector Composition

1 Communication Services 10.33%
2 Financials 9.89%
3 Technology 8.69%
4 Healthcare 7.69%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.21%
9,206
+2,441
102
$1.02M 0.21%
26,850
+6,210
103
$1M 0.21%
8,788
-1,171
104
$991K 0.21%
12,155
-3,527
105
$982K 0.2%
6,880
+139
106
$981K 0.2%
12,770
-61
107
$977K 0.2%
20,013
-1,241
108
$943K 0.2%
7,818
+352
109
$939K 0.2%
6,321
-1,764
110
$931K 0.19%
8,148
+827
111
$930K 0.19%
21,429
+5,545
112
$924K 0.19%
6,570
+108
113
$912K 0.19%
3,686
-357
114
$910K 0.19%
16,468
-362
115
$897K 0.19%
12,409
-3,010
116
$894K 0.19%
7,506
+196
117
$874K 0.18%
15,973
-1,274
118
$863K 0.18%
1,680
-539
119
$842K 0.18%
10,231
+3,739
120
$833K 0.17%
5,504
+1,954
121
$816K 0.17%
12,749
+2,140
122
$800K 0.17%
12,196
-826
123
$800K 0.17%
16,358
124
$773K 0.16%
8,318
+2,244
125
$773K 0.16%
20,297
3 4
5
6 7