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
$310M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$1.44M
3
+$1.43M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.12M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$994K

Top Sells

1
+$1.62M
2
+$1.05M
3
+$712K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$700K
5
INTU icon
Intuit
INTU
+$400K

Sector Composition

1 Communication Services 11.54%
2 Financials 9.59%
3 Technology 5.79%
4 Industrials 4.93%
5 Healthcare 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$448K 0.14%
+10,020
127
$446K 0.14%
+4,003
128
$438K 0.14%
12,694
+599
129
$436K 0.14%
6,090
-767
130
$432K 0.14%
3,650
+529
131
$430K 0.14%
11,418
+658
132
$424K 0.14%
+1,406
133
$422K 0.14%
6,967
134
$417K 0.13%
7,515
-188
135
$417K 0.13%
30,144
+5,886
136
$412K 0.13%
5,971
-346
137
$411K 0.13%
16,393
138
$411K 0.13%
5,432
-199
139
$387K 0.12%
3,767
-157
140
$370K 0.12%
6,233
-54
141
$366K 0.12%
2,288
+73
142
$365K 0.12%
3,933
+149
143
$365K 0.12%
+15,615
144
$361K 0.12%
3,252
-17
145
$359K 0.12%
8,039
146
$350K 0.11%
12,760
-5,956
147
$348K 0.11%
1,697
+150
148
$347K 0.11%
4,476
+503
149
$342K 0.11%
15,858
+3,064
150
$339K 0.11%
2,097
+52
4 5
6
7 8