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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.59M 0.17%
6,454
-518
102
$1.58M 0.17%
413,029
+403,029
103
$1.56M 0.17%
12,167
-20,428
104
$1.52M 0.17%
26,799
-68
105
$1.51M 0.16%
17,459
+7,229
106
$1.47M 0.16%
14,211
+3,168
107
$1.46M 0.16%
18,624
+1,676
108
$1.46M 0.16%
7,123
-42
109
$1.45M 0.16%
9,622
+485
110
$1.45M 0.16%
30,552
+4,884
111
$1.44M 0.16%
10,781
+2,579
112
$1.44M 0.16%
27,922
+1,513
113
$1.4M 0.15%
18,388
+3,721
114
$1.39M 0.15%
5,270
+206
115
$1.36M 0.15%
20,989
116
$1.35M 0.15%
24,744
+2,080
117
$1.35M 0.15%
16,065
+78
118
$1.27M 0.14%
49,407
+1,215
119
$1.27M 0.14%
+27,119
120
$1.26M 0.14%
22,827
+49
121
$1.26M 0.14%
7,441
-387
122
$1.25M 0.14%
6,885
-227
123
$1.25M 0.14%
10,090
+2,727
124
$1.23M 0.13%
16,376
+9,628
125
$1.23M 0.13%
13,401
-3,052
3 4
5
6 7