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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.22M 0.13%
43,388
+848
127
$1.18M 0.13%
12,613
-3,048
128
$1.16M 0.13%
12,748
-1,628
129
$1.15M 0.13%
17,285
+198
130
$1.12M 0.12%
4,241
+418
131
$1.12M 0.12%
8,410
-4,601
132
$1.11M 0.12%
28,694
-409
133
$1.09M 0.12%
5,175
+1,159
134
$1.08M 0.12%
11,831
-650
135
$1.07M 0.12%
6,136
+587
136
$1.06M 0.12%
20,351
+566
137
$1.06M 0.12%
19,298
+7,870
138
$1.05M 0.11%
141,792
+451
139
$1.05M 0.11%
10,420
+1,755
140
$1.04M 0.11%
12,729
+1,086
141
$1.03M 0.11%
24,106
+21
142
$1.02M 0.11%
7,517
+1,286
143
$1M 0.11%
24,492
+8,296
144
$997K 0.11%
4,966
-788
145
$978K 0.11%
3,574
+224
146
$976K 0.11%
72,443
147
$970K 0.11%
11,553
-12
148
$966K 0.11%
30,204
149
$965K 0.1%
19,557
-30,430
150
$962K 0.1%
8,328
-494
4 5
6
7 8