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
$310M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$1.44M
3
+$1.43M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.12M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$994K

Top Sells

1
+$1.62M
2
+$1.05M
3
+$712K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$700K
5
INTU icon
Intuit
INTU
+$400K

Sector Composition

1 Communication Services 11.54%
2 Financials 9.59%
3 Technology 5.79%
4 Industrials 4.93%
5 Healthcare 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$338K 0.11%
9,362
+3,394
152
$335K 0.11%
6,522
+1,282
153
$332K 0.11%
+2,708
154
$326K 0.11%
5,888
+149
155
$319K 0.1%
9,124
+1,848
156
$316K 0.1%
8,912
157
$314K 0.1%
4,994
+150
158
$314K 0.1%
4,419
+144
159
$312K 0.1%
+21,900
160
$307K 0.1%
7,694
-506
161
$307K 0.1%
9,023
-1,101
162
$305K 0.1%
2,646
+4
163
$304K 0.1%
+4,268
164
$299K 0.1%
2,553
-646
165
$298K 0.1%
5,937
+156
166
$298K 0.1%
6,063
-168
167
$297K 0.1%
2,735
168
$297K 0.1%
2,429
+404
169
$295K 0.1%
3,417
-94
170
$294K 0.09%
+2,096
171
$292K 0.09%
+3,855
172
$289K 0.09%
2,783
+10
173
$287K 0.09%
8,903
+404
174
$286K 0.09%
3,852
-876
175
$283K 0.09%
8,705
5 6
7
8 9