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
$344M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.94M
3
+$1.8M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.46M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.39M

Top Sells

1
+$2.73M
2
+$2.08M
3
+$2M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.59M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.22M

Sector Composition

1 Communication Services 11.34%
2 Financials 8.4%
3 Healthcare 5.49%
4 Industrials 5.28%
5 Technology 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$445K 0.13%
2,651
+363
152
$441K 0.13%
5,473
-1,659
153
$439K 0.13%
1,406
154
$433K 0.13%
5,429
-480
155
$426K 0.12%
16,393
156
$424K 0.12%
8,505
+2,568
157
$408K 0.12%
4,976
+500
158
$407K 0.12%
21,915
+15
159
$406K 0.12%
+2,919
160
$406K 0.12%
1,552
-145
161
$404K 0.12%
2,257
+160
162
$394K 0.11%
3,844
+77
163
$391K 0.11%
9,924
+800
164
$389K 0.11%
+7,924
165
$388K 0.11%
13,173
+479
166
$388K 0.11%
4,313
-1,046
167
$386K 0.11%
4,160
+227
168
$376K 0.11%
6,752
+1,582
169
$371K 0.11%
6,873
+351
170
$370K 0.11%
15,615
171
$360K 0.1%
+20,115
172
$354K 0.1%
2,387
+291
173
$352K 0.1%
5,883
-350
174
$352K 0.1%
9,872
+172
175
$350K 0.1%
8,937
+25
5 6
7
8 9