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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.07M 0.11%
64,189
102
$6.07M 0.11%
14,163
103
$6.03M 0.11%
31,674
104
$5.82M 0.11%
122,243
105
$5.67M 0.1%
149,534
106
$5.4M 0.1%
114,306
107
$5.27M 0.1%
108,865
108
$5.23M 0.1%
57,395
109
$5.23M 0.1%
11,455
110
$5.18M 0.09%
60,043
111
$5.15M 0.09%
109,675
112
$4.96M 0.09%
158,737
113
$4.88M 0.09%
113,469
114
$4.87M 0.09%
162,732
115
$4.85M 0.09%
22,753
116
$4.75M 0.09%
159,967
117
$4.74M 0.09%
22,816
118
$4.61M 0.08%
12,598
119
$4.6M 0.08%
19,201
120
$4.44M 0.08%
119,092
121
$4.27M 0.08%
24,539
122
$4.22M 0.08%
38,360
123
$4.2M 0.08%
106,713
124
$4.17M 0.08%
49,181
125
$4.07M 0.07%
42,402
3 4
5
6 7