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
$243M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$1.48M
3
+$1.47M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$872K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$701K

Top Sells

1
+$790K
2
+$685K
3
+$373K
4
MWW
Monster Worldwide Inc
MWW
+$346K
5
BKNG icon
Booking.com
BKNG
+$273K

Sector Composition

1 Communication Services 20.62%
2 Financials 7.67%
3 Energy 5.12%
4 Industrials 4.87%
5 Technology 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$227K 0.09%
5,364
+448
152
$223K 0.09%
2,740
-47
153
$223K 0.09%
2,271
154
$220K 0.09%
+3,023
155
$220K 0.09%
2,514
-244
156
$220K 0.09%
4,557
+35
157
$219K 0.09%
1,749
-247
158
$218K 0.09%
6,065
-191
159
$218K 0.09%
8,108
+264
160
$215K 0.09%
1,958
+100
161
$210K 0.09%
+634
162
$210K 0.09%
10,882
-1,762
163
$210K 0.09%
2,485
-228
164
$210K 0.09%
+26,520
165
$208K 0.09%
5,436
+1
166
$207K 0.09%
+2,757
167
$206K 0.08%
+2,466
168
$206K 0.08%
3,908
169
$202K 0.08%
+3,255
170
$198K 0.08%
+20,000
171
$195K 0.08%
12,126
-600
172
$187K 0.08%
12,297
+51
173
$184K 0.08%
13,442
+228
174
$176K 0.07%
+28,270
175
$148K 0.06%
26,359
4 5 6
7
8