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
$212M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$1.77M
3
+$1.66M
4
USB icon
US Bancorp
USB
+$1.22M
5
LMT icon
Lockheed Martin
LMT
+$998K

Top Sells

1
+$3.77M
2
+$1.55M
3
+$1.22M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.1M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$747K

Sector Composition

1 Communication Services 14.92%
2 Financials 7.87%
3 Technology 5.54%
4 Industrials 5.51%
5 Energy 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$249K 0.12%
4,589
+260
127
$243K 0.11%
+1,313
128
$242K 0.11%
+5,390
129
$237K 0.11%
+6,590
130
$236K 0.11%
2,614
-1,551
131
$236K 0.11%
2,959
-33
132
$235K 0.11%
+8,775
133
$232K 0.11%
+3,402
134
$231K 0.11%
+2,770
135
$226K 0.11%
25,653
136
$223K 0.11%
+3,604
137
$222K 0.1%
+3,263
138
$220K 0.1%
12,726
-118
139
$216K 0.1%
5,634
+148
140
$215K 0.1%
10,036
141
$214K 0.1%
+2,801
142
$210K 0.1%
+10,000
143
$209K 0.1%
+2,914
144
$208K 0.1%
+3,736
145
$203K 0.1%
2,271
-108
146
$203K 0.1%
+3,206
147
$201K 0.09%
+7,732
148
$200K 0.09%
+6,440
149
$156K 0.07%
12,743
-22,041
150
$155K 0.07%
12,246
3 4 5
6
7