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
$259M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.01M
3
+$831K
4
AAPL icon
Apple
AAPL
+$790K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$666K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.28M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$981K
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$872K

Sector Composition

1 Communication Services 18.15%
2 Financials 7.88%
3 Healthcare 5.44%
4 Technology 5.34%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$311K 0.12%
2,159
-150
127
$311K 0.12%
+30,719
128
$310K 0.12%
+2,470
129
$304K 0.12%
5,273
-128
130
$304K 0.12%
2,206
+7
131
$303K 0.12%
7,759
132
$301K 0.12%
+3,046
133
$300K 0.12%
6,200
-285
134
$299K 0.12%
11,512
-184
135
$292K 0.11%
3,453
+412
136
$292K 0.11%
7,655
+9
137
$291K 0.11%
15,953
+510
138
$291K 0.11%
+7,195
139
$289K 0.11%
6,085
+2,201
140
$288K 0.11%
2,511
+338
141
$288K 0.11%
4,136
-272
142
$286K 0.11%
+2,273
143
$286K 0.11%
1,633
-117
144
$285K 0.11%
+18,380
145
$285K 0.11%
8,761
+5,802
146
$283K 0.11%
34,122
+7,602
147
$275K 0.11%
2,311
-83
148
$268K 0.1%
9,242
+1,134
149
$267K 0.1%
+3,201
150
$267K 0.1%
6,804
+1,217
4 5
6
7 8