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
$420M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$677K
3
+$531K
4
KMB icon
Kimberly-Clark
KMB
+$417K
5
PNC icon
PNC Financial Services
PNC
+$339K

Top Sells

1
+$2.87M
2
+$2.66M
3
+$1.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.28M

Sector Composition

1 Communication Services 10.35%
2 Financials 9.28%
3 Technology 7.11%
4 Healthcare 6.81%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$672K 0.16%
12,127
-281
127
$667K 0.16%
6,975
-276
128
$658K 0.16%
11,134
-404
129
$643K 0.15%
15,884
130
$626K 0.15%
5,360
-412
131
$617K 0.15%
2,734
+15
132
$599K 0.14%
4,923
-66
133
$592K 0.14%
4,942
-51
134
$582K 0.14%
7,119
-219
135
$580K 0.14%
25,515
-3,420
136
$575K 0.14%
4,233
-45
137
$572K 0.14%
3,747
138
$567K 0.13%
4,544
-509
139
$567K 0.13%
6,976
-259
140
$564K 0.13%
11,650
-68
141
$563K 0.13%
1,725
+319
142
$563K 0.13%
6,127
-105
143
$562K 0.13%
9,720
-1,361
144
$550K 0.13%
10,609
-376
145
$546K 0.13%
8,618
-256
146
$543K 0.13%
5,999
-402
147
$542K 0.13%
20,776
+4,547
148
$541K 0.13%
6,034
+31
149
$534K 0.13%
5,209
+37
150
$527K 0.13%
23,303
-558
4 5
6
7 8