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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.6M 0.14%
85,935
+461
127
$2.6M 0.14%
30,191
+20,157
128
$2.51M 0.13%
22,068
+12,283
129
$2.51M 0.13%
36,271
+5,463
130
$2.49M 0.13%
30,634
-3,480
131
$2.48M 0.13%
47,346
+2,173
132
$2.47M 0.13%
33,290
+4,850
133
$2.44M 0.13%
11,490
+194
134
$2.43M 0.13%
55,600
+26,780
135
$2.33M 0.12%
25,193
+4,132
136
$2.31M 0.12%
84,828
+606
137
$2.28M 0.12%
12,959
-714
138
$2.23M 0.12%
+47,140
139
$2.22M 0.12%
10,451
+217
140
$2.11M 0.11%
28,019
+3,100
141
$2.09M 0.11%
19,739
+1,791
142
$2.09M 0.11%
6
143
$2.08M 0.11%
19,095
+238
144
$1.99M 0.1%
50,271
145
$1.96M 0.1%
21,590
+636
146
$1.94M 0.1%
71,841
-70,494
147
$1.94M 0.1%
148,480
+31,920
148
$1.93M 0.1%
40,320
+4,798
149
$1.88M 0.1%
13,046
+5,984
150
$1.88M 0.1%
20,573
+17,280
4 5
6
7 8