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
$655M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$11.5M
3
+$11.1M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$9.51M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$8.12M

Top Sells

1
+$4.11M
2
+$3.47M
3
+$1.3M
4
ESNT icon
Essent Group
ESNT
+$1.06M
5
PX
Praxair Inc
PX
+$656K

Sector Composition

1 Financials 8.16%
2 Technology 7.79%
3 Industrials 7.01%
4 Healthcare 6.67%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$893K 0.14%
+11,636
127
$892K 0.14%
15,680
+17
128
$875K 0.13%
72,443
129
$865K 0.13%
11,767
-31
130
$864K 0.13%
5,636
-209
131
$861K 0.13%
38,790
-1,245
132
$858K 0.13%
14,890
+4,682
133
$857K 0.13%
29,835
134
$842K 0.13%
30,134
135
$838K 0.13%
10,314
-37
136
$838K 0.13%
19,083
+882
137
$833K 0.13%
+51,670
138
$802K 0.12%
17,013
+11,467
139
$800K 0.12%
21,768
-2,452
140
$800K 0.12%
8,659
-78
141
$799K 0.12%
48,627
+24,306
142
$796K 0.12%
11,875
-1,196
143
$791K 0.12%
79,446
+26,616
144
$781K 0.12%
3,398
+2,460
145
$771K 0.12%
19,729
+6,204
146
$753K 0.11%
11,498
+1,819
147
$748K 0.11%
7,845
+35
148
$739K 0.11%
6,778
-642
149
$728K 0.11%
3,475
+745
150
$723K 0.11%
19,923
-4,199
4 5
6
7 8