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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.04M 0.07%
48,196
127
$3.98M 0.07%
159,042
128
$3.93M 0.07%
166,170
129
$3.91M 0.07%
23,075
130
$3.86M 0.07%
258,684
131
$3.83M 0.07%
34,828
132
$3.77M 0.07%
122,112
133
$3.67M 0.07%
33,911
134
$3.62M 0.07%
16,909
135
$3.61M 0.07%
50,191
136
$3.59M 0.07%
13,683
137
$3.57M 0.07%
87,390
138
$3.57M 0.06%
41,103
139
$3.5M 0.06%
189,939
140
$3.35M 0.06%
14,021
141
$3.31M 0.06%
44,536
142
$3.21M 0.06%
231,280
143
$3.18M 0.06%
22,589
144
$3.11M 0.06%
126,452
145
$3.04M 0.06%
5,515
146
$3.03M 0.06%
38,460
147
$3M 0.05%
205,090
148
$2.99M 0.05%
63,004
149
$2.96M 0.05%
52,960
150
$2.96M 0.05%
11,928
4 5
6
7 8