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
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.77M 0.17%
11,938
+3,047
102
$1.75M 0.17%
27,998
+21,119
103
$1.7M 0.16%
48,525
+18,675
104
$1.68M 0.16%
7,719
-112
105
$1.68M 0.16%
58,340
-30,655
106
$1.66M 0.16%
24,976
+968
107
$1.65M 0.16%
+41,535
108
$1.65M 0.16%
+52,375
109
$1.65M 0.16%
7,508
+1,422
110
$1.61M 0.16%
+14,542
111
$1.54M 0.15%
10,822
+77
112
$1.52M 0.15%
27,209
+3,057
113
$1.51M 0.15%
6,270
-305
114
$1.51M 0.15%
31,349
-443
115
$1.51M 0.15%
23,710
116
$1.51M 0.15%
11,944
-2,978
117
$1.5M 0.14%
14,080
-9,148
118
$1.49M 0.14%
+36,509
119
$1.48M 0.14%
36,140
-2,603
120
$1.47M 0.14%
11,455
-144
121
$1.45M 0.14%
3,320
+723
122
$1.43M 0.14%
26,409
+2,011
123
$1.42M 0.14%
12,582
+1,618
124
$1.42M 0.14%
17,789
-977
125
$1.39M 0.13%
41,261
+29,069
3 4
5
6 7