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
$1.04B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.21M
3
+$4.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.41M
5
BA icon
Boeing
BA
+$2.73M

Top Sells

1
+$11M
2
+$4.18M
3
+$2.84M
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$2.14M
5
INWK
InnerWorkings, Inc.
INWK
+$1.82M

Sector Composition

1 Communication Services 12.6%
2 Technology 10.2%
3 Financials 8.2%
4 Industrials 7.02%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.74M 0.17%
6,086
+669
102
$1.73M 0.17%
34,700
+2,313
103
$1.72M 0.17%
6,493
+96
104
$1.7M 0.16%
19,306
+2,283
105
$1.68M 0.16%
31,792
-189
106
$1.68M 0.16%
9,278
+1
107
$1.67M 0.16%
59,160
+6,441
108
$1.67M 0.16%
45,908
-350
109
$1.66M 0.16%
26,288
+7
110
$1.65M 0.16%
24,008
+2,729
111
$1.6M 0.15%
13,389
+1,209
112
$1.59M 0.15%
11,599
+1,365
113
$1.59M 0.15%
25,269
+5,355
114
$1.57M 0.15%
26,570
+289
115
$1.55M 0.15%
24,398
+3,279
116
$1.55M 0.15%
24,152
+4,879
117
$1.54M 0.15%
28,611
+1,186
118
$1.5M 0.14%
17,622
+498
119
$1.43M 0.14%
+25,288
120
$1.43M 0.14%
18,637
121
$1.4M 0.13%
12,138
+17
122
$1.4M 0.13%
23,710
+4,875
123
$1.36M 0.13%
17,754
+1,470
124
$1.34M 0.13%
66,897
+4,758
125
$1.33M 0.13%
4,523
+194
3 4
5
6 7