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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$945K 0.15%
19,353
+315
127
$930K 0.15%
2,719
+179
128
$912K 0.15%
11,514
+1,473
129
$904K 0.15%
12,196
130
$887K 0.14%
15,801
+4,123
131
$874K 0.14%
18,866
-3,815
132
$855K 0.14%
12,237
+345
133
$852K 0.14%
7,813
-1,140
134
$810K 0.13%
8,479
-324
135
$801K 0.13%
16,048
-1,200
136
$782K 0.13%
15,242
137
$778K 0.13%
+30,134
138
$774K 0.13%
19,048
+4,908
139
$774K 0.13%
6,036
-11
140
$765K 0.12%
7,264
-452
141
$759K 0.12%
3,344
-673
142
$757K 0.12%
12,498
-1,687
143
$743K 0.12%
15,226
+8,327
144
$732K 0.12%
26,439
+8,775
145
$729K 0.12%
31,890
+3,720
146
$712K 0.12%
11,303
+265
147
$708K 0.11%
7,221
-528
148
$683K 0.11%
3,269
+970
149
$675K 0.11%
7,713
-2,616
150
$667K 0.11%
8,369
-637
4 5
6
7 8