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
$189M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$407K
3
+$398K
4
VZ icon
Verizon
VZ
+$375K
5
SLB icon
SLB Ltd
SLB
+$368K

Top Sells

1
+$5.91M
2
+$5.48M
3
+$2.74M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$856K

Sector Composition

1 Communication Services 16.2%
2 Financials 7.59%
3 Technology 5.42%
4 Energy 5.21%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$205K 0.11%
2,379
-146
127
$203K 0.11%
+4,536
128
$203K 0.11%
+5,486
129
$201K 0.11%
10,036
-60
130
$195K 0.1%
25,653
131
$163K 0.09%
12,246
132
$153K 0.08%
13,499
-5,937
133
$146K 0.08%
16,152
134
$109K 0.06%
21,788
-1,859
135
$109K 0.06%
13,370
-800
136
$98K 0.05%
15,288
137
$97K 0.05%
2
138
$67K 0.04%
+21,876
139
$37K 0.02%
+10,918
140
$32K 0.02%
20,000
141
– –
-6,399
142
– –
-41,244
143
– –
-10,156
144
– –
-11,513
145
– –
-11,240
146
– –
-10,778
147
– –
-3,059
2 3 4 5
6