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
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.7M
3
+$11.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.29M

Top Sells

1
+$47.4M
2
+$22.3M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$5.1M

Sector Composition

1 Technology 10.05%
2 Communication Services 7.97%
3 Industrials 7.36%
4 Consumer Discretionary 6.12%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.33M 0.13%
35,511
-2,342
127
$1.25M 0.12%
13,147
+2,806
128
$1.24M 0.12%
2,423
-897
129
$1.22M 0.12%
7,204
-12,527
130
$1.2M 0.11%
17,263
+3,403
131
$1.18M 0.11%
29,611
-29,940
132
$1.15M 0.11%
22,092
-4,317
133
$1.14M 0.11%
5,532
-481
134
$1.12M 0.11%
4,010
-1,317
135
$1.11M 0.11%
15,895
-1,305
136
$1.09M 0.1%
47,025
-2,187
137
$1.09M 0.1%
18,551
-8,658
138
$1.09M 0.1%
3,599
-906
139
$1.09M 0.1%
68,714
-27,130
140
$1.09M 0.1%
28,796
+18,653
141
$1.09M 0.1%
114,680
-27,200
142
$1.08M 0.1%
12,330
-794
143
$1.05M 0.1%
14,965
-807
144
$1.04M 0.1%
35,326
+4,594
145
$1.04M 0.1%
24,487
-1,304
146
$1.04M 0.1%
32,820
-9,170
147
$1.03M 0.1%
17,518
-10
148
$1.02M 0.1%
10,427
-1,558
149
$1.02M 0.1%
25,937
-3,877
150
$1.01M 0.1%
55,517
-1,739
4 5
6
7 8