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
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.7M
3
+$11.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.29M

Top Sells

1
+$47.4M
2
+$22.3M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$5.1M

Sector Composition

1 Technology 10.05%
2 Communication Services 7.97%
3 Industrials 7.36%
4 Consumer Discretionary 6.12%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.75M 0.17%
19,157
-658
102
$1.74M 0.17%
92,348
-31,453
103
$1.73M 0.16%
30,342
-39,802
104
$1.7M 0.16%
20,987
-10,758
105
$1.68M 0.16%
6,479
-1,240
106
$1.64M 0.16%
29,953
+4,236
107
$1.6M 0.15%
6
-3
108
$1.6M 0.15%
11,063
-2,463
109
$1.58M 0.15%
18,835
-4,875
110
$1.56M 0.15%
21,309
-3,667
111
$1.55M 0.15%
21,017
-6,981
112
$1.52M 0.14%
29,090
-87
113
$1.51M 0.14%
10,713
-742
114
$1.51M 0.14%
26,082
-29,001
115
$1.5M 0.14%
6,444
-2,392
116
$1.49M 0.14%
20,278
-31,363
117
$1.47M 0.14%
5,708
-1,800
118
$1.43M 0.14%
19,154
+3,207
119
$1.42M 0.14%
+18,213
120
$1.42M 0.14%
14,470
-1,044
121
$1.42M 0.13%
18,530
+6,000
122
$1.41M 0.13%
4,770
-1,500
123
$1.39M 0.13%
8,418
-3,526
124
$1.37M 0.13%
24,793
-6,556
125
$1.36M 0.13%
22,122
+8,849
3 4
5
6 7