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
$655M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$11.5M
3
+$11.1M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$9.51M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$8.12M

Top Sells

1
+$4.11M
2
+$3.47M
3
+$1.3M
4
ESNT icon
Essent Group
ESNT
+$1.06M
5
PX
Praxair Inc
PX
+$656K

Sector Composition

1 Financials 8.16%
2 Technology 7.79%
3 Industrials 7.01%
4 Healthcare 6.67%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.17M 0.18%
14,999
-2,162
102
$1.17M 0.18%
7,413
-378
103
$1.16M 0.18%
4,974
+400
104
$1.13M 0.17%
19,863
+12,454
105
$1.09M 0.17%
16,372
-3,364
106
$1.08M 0.16%
6,805
+16
107
$1.06M 0.16%
13,823
+230
108
$1.04M 0.16%
+9,785
109
$1.04M 0.16%
150,841
110
$1.03M 0.16%
42,240
111
$1.03M 0.16%
15,986
-192
112
$1.02M 0.16%
9,350
+185
113
$1.01M 0.15%
+18,804
114
$1.01M 0.15%
15,711
+10,182
115
$1.01M 0.15%
48,645
+756
116
$1.01M 0.15%
7,288
-336
117
$1M 0.15%
28,370
+22,783
118
$1M 0.15%
37,760
-1,594
119
$970K 0.15%
18,660
+164
120
$960K 0.15%
7,555
+3,309
121
$939K 0.14%
8,243
+748
122
$932K 0.14%
4,939
-138
123
$923K 0.14%
9,463
-809
124
$918K 0.14%
14,910
125
$914K 0.14%
5,443
+530
3 4
5
6 7