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
$243M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$1.48M
3
+$1.47M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$872K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$701K

Top Sells

1
+$790K
2
+$685K
3
+$373K
4
MWW
Monster Worldwide Inc
MWW
+$346K
5
BKNG icon
Booking.com
BKNG
+$273K

Sector Composition

1 Communication Services 20.62%
2 Financials 7.67%
3 Energy 5.12%
4 Industrials 4.87%
5 Technology 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$278K 0.11%
3,033
-325
127
$276K 0.11%
5,401
-73
128
$270K 0.11%
4,683
+125
129
$269K 0.11%
5,150
130
$269K 0.11%
2,394
-13
131
$266K 0.11%
3,884
+264
132
$263K 0.11%
6,800
133
$263K 0.11%
7,646
-763
134
$257K 0.11%
2,532
135
$256K 0.11%
3,041
-17
136
$254K 0.1%
6,234
-68
137
$251K 0.1%
+8,480
138
$249K 0.1%
15,443
-8,195
139
$248K 0.1%
6,239
140
$247K 0.1%
4,470
+48
141
$246K 0.1%
10,312
-382
142
$245K 0.1%
3,604
143
$245K 0.1%
+3,215
144
$243K 0.1%
28,953
-3,300
145
$242K 0.1%
+11,696
146
$239K 0.1%
+2,173
147
$235K 0.1%
9,298
+231
148
$232K 0.1%
5,587
+70
149
$232K 0.1%
2,754
-489
150
$230K 0.09%
+4,437
4 5
6
7 8