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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.67M 0.19%
25,860
102
$3.66M 0.19%
17,686
+3,196
103
$3.49M 0.18%
41,347
-2,169
104
$3.48M 0.18%
37,926
-55
105
$3.46M 0.18%
15,055
+3,876
106
$3.44M 0.18%
113,887
+90,775
107
$3.29M 0.17%
40,906
+1,100
108
$3.22M 0.17%
212,346
+13,878
109
$3.2M 0.17%
8,975
+3,913
110
$3.2M 0.17%
26,572
+2,356
111
$3.17M 0.17%
6,811
+5,355
112
$3.11M 0.16%
67,650
+14,450
113
$3.11M 0.16%
11,397
+10,080
114
$3.1M 0.16%
33,848
-16,712
115
$3.09M 0.16%
48,444
+56
116
$3M 0.16%
14,418
+7,482
117
$2.94M 0.15%
13,080
+6,515
118
$2.94M 0.15%
20,515
+1,883
119
$2.91M 0.15%
19,891
+5,030
120
$2.9M 0.15%
43,774
+1,060
121
$2.85M 0.15%
15,950
-295
122
$2.81M 0.15%
12,589
+46
123
$2.78M 0.15%
118,587
-6,993
124
$2.76M 0.14%
32,282
+11,516
125
$2.63M 0.14%
15,550
+9,172
3 4
5
6 7