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
$344M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.94M
3
+$1.8M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.46M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.39M

Top Sells

1
+$2.73M
2
+$2.08M
3
+$2M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.59M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.22M

Sector Composition

1 Communication Services 11.34%
2 Financials 8.4%
3 Healthcare 5.49%
4 Industrials 5.28%
5 Technology 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$550K 0.16%
4,861
-209
127
$542K 0.16%
5,211
-356
128
$541K 0.16%
9,274
+1,759
129
$540K 0.16%
6,232
+20
130
$539K 0.16%
23,159
-1,660
131
$538K 0.16%
6,439
-2
132
$518K 0.15%
4,330
+1,078
133
$514K 0.15%
+4,350
134
$509K 0.15%
4,285
-1,014
135
$500K 0.15%
2
-8
136
$498K 0.14%
16,528
+1,091
137
$492K 0.14%
6,491
+520
138
$491K 0.14%
+11,429
139
$489K 0.14%
+12,047
140
$486K 0.14%
51,804
+21,222
141
$482K 0.14%
2,222
142
$481K 0.14%
3,651
+1,207
143
$475K 0.14%
6,004
-2,487
144
$468K 0.14%
33,978
+183
145
$466K 0.14%
9,960
-60
146
$455K 0.13%
16,462
-7,529
147
$452K 0.13%
6,967
148
$451K 0.13%
+8,164
149
$448K 0.13%
+14,156
150
$446K 0.13%
6,573
+483
4 5
6
7 8