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
$177M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$15.8M
3 +$12.3M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$11.7M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 10.55%
2 Financials 7.92%
3 Technology 5.47%
4 Energy 5.12%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$103K 0.06%
+16,152
127
$102K 0.06%
+10,778
128
$98K 0.06%
+14,170
129
$95K 0.05%
+15,288
130
$76K 0.04%
+2
131
$35K 0.02%
+20,000