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
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.35M 0.13%
29,177
+2,889
127
$1.34M 0.13%
19,815
-1,191
128
$1.28M 0.12%
15,514
+2,935
129
$1.28M 0.12%
4,505
-18
130
$1.27M 0.12%
45,908
131
$1.25M 0.12%
17,200
-422
132
$1.24M 0.12%
+95,844
133
$1.22M 0.12%
8,978
+7,420
134
$1.2M 0.12%
28,579
+19,838
135
$1.2M 0.12%
29,725
+1,114
136
$1.2M 0.12%
10,187
+3,435
137
$1.19M 0.12%
18,637
138
$1.19M 0.11%
18,817
+13,768
139
$1.18M 0.11%
25,791
-779
140
$1.17M 0.11%
25,717
-853
141
$1.17M 0.11%
+3,728
142
$1.17M 0.11%
39,734
+26,601
143
$1.17M 0.11%
37,853
-5,359
144
$1.17M 0.11%
+33,740
145
$1.15M 0.11%
29,814
-4,886
146
$1.15M 0.11%
15,772
-1,982
147
$1.14M 0.11%
8,211
+1,023
148
$1.14M 0.11%
11,985
-153
149
$1.13M 0.11%
5,327
+453
150
$1.12M 0.11%
+35,505
4 5
6
7 8