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
$296M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.91M
3
+$1.31M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$642K
5
T icon
AT&T
T
+$510K

Top Sells

1
+$4.75M
2
+$2.38M
3
+$2.31M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$514K
5
MDU icon
MDU Resources
MDU
+$462K

Sector Composition

1 Communication Services 13.88%
2 Financials 8.42%
3 Technology 5.84%
4 Healthcare 5.69%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$398K 0.13%
5,631
+40
127
$389K 0.13%
18,242
128
$387K 0.13%
3,199
+605
129
$385K 0.13%
16,955
130
$382K 0.13%
+12,000
131
$380K 0.13%
5,380
+32
132
$379K 0.13%
3,705
-34
133
$371K 0.13%
3,121
+121
134
$363K 0.12%
3,269
-777
135
$361K 0.12%
5,717
-99
136
$359K 0.12%
2,045
-40
137
$359K 0.12%
16,393
138
$359K 0.12%
12,095
+2,865
139
$350K 0.12%
+10,124
140
$349K 0.12%
24,258
+2,664
141
$346K 0.12%
3,924
-146
142
$338K 0.11%
2,215
-25
143
$336K 0.11%
+3,784
144
$327K 0.11%
4,728
-152
145
$324K 0.11%
10,207
+1,152
146
$322K 0.11%
2,773
-3
147
$320K 0.11%
6,231
+3
148
$318K 0.11%
3,973
-2
149
$316K 0.11%
8,200
150
$311K 0.11%
4,844
-36
4 5
6
7 8