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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.21%
15,896
-226
102
$1.28M 0.21%
116,430
+19,716
103
$1.26M 0.2%
6,534
+993
104
$1.24M 0.2%
5,124
-76
105
$1.19M 0.19%
27,696
-1,013
106
$1.19M 0.19%
8,616
+1,631
107
$1.14M 0.19%
73,668
-2,155
108
$1.14M 0.18%
5,572
+322
109
$1.11M 0.18%
20,088
+3,403
110
$1.11M 0.18%
28,490
+5,970
111
$1.1M 0.18%
42,148
-470
112
$1.1M 0.18%
10,328
+5,802
113
$1.1M 0.18%
+30,120
114
$1.08M 0.17%
24,422
+3,074
115
$1.07M 0.17%
50,292
+19,650
116
$1.07M 0.17%
7,521
-677
117
$1.06M 0.17%
7,368
+205
118
$999K 0.16%
12,699
-2,826
119
$991K 0.16%
12,236
-500
120
$973K 0.16%
14,381
-1,775
121
$970K 0.16%
3,152
+1,058
122
$967K 0.16%
16,644
-3,198
123
$959K 0.16%
29,835
124
$954K 0.15%
2,437
+338
125
$950K 0.15%
4,835
-1,293
3 4
5
6 7