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
$296M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.91M
3
+$1.31M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$642K
5
T icon
AT&T
T
+$510K

Top Sells

1
+$4.75M
2
+$2.38M
3
+$2.31M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$514K
5
MDU icon
MDU Resources
MDU
+$462K

Sector Composition

1 Communication Services 13.88%
2 Financials 8.42%
3 Technology 5.84%
4 Healthcare 5.69%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$310K 0.1%
5,874
+1,287
152
$309K 0.1%
4,275
-679
153
$306K 0.1%
5,819
-587
154
$302K 0.1%
2,394
-216
155
$301K 0.1%
1,547
+200
156
$300K 0.1%
2,222
157
$299K 0.1%
2,735
158
$297K 0.1%
6,287
-358
159
$295K 0.1%
12,794
-201
160
$291K 0.1%
8,705
161
$291K 0.1%
6,162
162
$283K 0.1%
3,511
-22
163
$281K 0.1%
8,912
+121
164
$281K 0.1%
5,739
+8
165
$276K 0.09%
2,642
-36
166
$272K 0.09%
7,276
167
$272K 0.09%
+6,774
168
$272K 0.09%
+8,505
169
$269K 0.09%
2,025
-7
170
$267K 0.09%
7,974
+74
171
$267K 0.09%
8,499
-348
172
$266K 0.09%
3,318
-35
173
$260K 0.09%
17,304
-3,116
174
$260K 0.09%
5,240
175
$260K 0.09%
+3,355
5 6
7
8 9