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
$1.04B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.21M
3
+$4.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.41M
5
BA icon
Boeing
BA
+$2.73M

Top Sells

1
+$11M
2
+$4.18M
3
+$2.84M
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$2.14M
5
INWK
InnerWorkings, Inc.
INWK
+$1.82M

Sector Composition

1 Communication Services 12.6%
2 Technology 10.2%
3 Financials 8.2%
4 Industrials 7.02%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.33M 0.13%
4,489
+862
127
$1.31M 0.13%
13,928
+429
128
$1.31M 0.13%
25,119
-2,000
129
$1.29M 0.12%
5,880
-60
130
$1.27M 0.12%
12,579
+806
131
$1.27M 0.12%
8,891
+1,415
132
$1.26M 0.12%
2,597
+92
133
$1.25M 0.12%
10,964
+1,478
134
$1.24M 0.12%
13,054
+311
135
$1.23M 0.12%
51,123
+3
136
$1.22M 0.12%
16,820
+146
137
$1.21M 0.12%
11,938
-619
138
$1.2M 0.12%
9,638
+318
139
$1.2M 0.12%
16,159
+805
140
$1.19M 0.11%
4,874
-179
141
$1.18M 0.11%
6,697
+400
142
$1.17M 0.11%
9,793
+2,602
143
$1.15M 0.11%
20,634
+2,056
144
$1.11M 0.11%
28,687
-7
145
$1.11M 0.11%
19,164
-32
146
$1.09M 0.1%
9,570
+1,451
147
$1.08M 0.1%
10,858
-662
148
$1.08M 0.1%
34,040
+12,910
149
$1.05M 0.1%
4,925
-120
150
$1.05M 0.1%
17,528
+304
4 5
6
7 8