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
$480M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.68M
3
+$4.04M
4
ABBV icon
AbbVie
ABBV
+$3.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M

Top Sells

1
+$1.44M
2
+$747K
3
+$677K
4
VTV icon
Vanguard Value ETF
VTV
+$672K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$652K

Sector Composition

1 Communication Services 10.33%
2 Financials 9.89%
3 Technology 8.69%
4 Healthcare 7.69%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$771K 0.16%
29,582
127
$765K 0.16%
3,064
+330
128
$740K 0.15%
15,129
-287
129
$728K 0.15%
7,379
-1,083
130
$722K 0.15%
7,266
+1,267
131
$717K 0.15%
13,097
-268
132
$707K 0.15%
14,010
+2,360
133
$692K 0.14%
6,626
+592
134
$684K 0.14%
4,341
-203
135
$683K 0.14%
2,224
+1,196
136
$664K 0.14%
8,188
+1,551
137
$662K 0.14%
6,021
-5,931
138
$661K 0.14%
31,830
+6,315
139
$649K 0.14%
17,000
+6,100
140
$646K 0.13%
5,227
+304
141
$644K 0.13%
5,522
+162
142
$643K 0.13%
10,062
-1,072
143
$641K 0.13%
8,586
-32
144
$623K 0.13%
11,655
-472
145
$614K 0.13%
4,180
-53
146
$612K 0.13%
6,127
147
$601K 0.13%
10,666
+1,329
148
$590K 0.12%
7,042
-2,423
149
$586K 0.12%
+6,047
150
$584K 0.12%
1,692
-33
4 5
6
7 8