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
$259M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.01M
3
+$831K
4
AAPL icon
Apple
AAPL
+$790K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$666K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.28M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$981K
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$872K

Sector Composition

1 Communication Services 18.15%
2 Financials 7.88%
3 Healthcare 5.44%
4 Technology 5.34%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$267K 0.1%
28,953
152
$267K 0.1%
+4,662
153
$266K 0.1%
+3,281
154
$262K 0.1%
2,271
155
$258K 0.1%
3,122
+368
156
$255K 0.1%
+2,463
157
$254K 0.1%
5,150
158
$252K 0.1%
6,800
159
$251K 0.1%
1,769
+20
160
$251K 0.1%
9,298
161
$248K 0.1%
5,368
-68
162
$247K 0.1%
10,457
+145
163
$246K 0.1%
2,880
+123
164
$244K 0.09%
6,430
+191
165
$243K 0.09%
3,604
166
$242K 0.09%
3,347
+92
167
$242K 0.09%
+2,160
168
$241K 0.09%
+3,427
169
$240K 0.09%
+3,117
170
$239K 0.09%
+1,760
171
$235K 0.09%
20,000
172
$235K 0.09%
10,249
-633
173
$234K 0.09%
+9,772
174
$233K 0.09%
+4,353
175
$232K 0.09%
+15,754
5 6
7
8 9