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
$420M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$677K
3
+$531K
4
KMB icon
Kimberly-Clark
KMB
+$417K
5
PNC icon
PNC Financial Services
PNC
+$339K

Top Sells

1
+$2.87M
2
+$2.66M
3
+$1.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.28M

Sector Composition

1 Communication Services 10.35%
2 Financials 9.28%
3 Technology 7.11%
4 Healthcare 6.81%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$517K 0.12%
14,930
-4,399
152
$511K 0.12%
6,637
-1,390
153
$501K 0.12%
3,550
-119
154
$499K 0.12%
6,755
-1,398
155
$496K 0.12%
2,663
+802
156
$494K 0.12%
6,492
-26
157
$490K 0.12%
10,930
+300
158
$488K 0.12%
3,424
+1,121
159
$488K 0.12%
22,041
-13,124
160
$486K 0.12%
6,074
+833
161
$482K 0.11%
8,828
-1,126
162
$479K 0.11%
10,400
-300
163
$473K 0.11%
47,220
+78
164
$471K 0.11%
8,774
-3,050
165
$470K 0.11%
3,360
+667
166
$463K 0.11%
3,600
-200
167
$460K 0.11%
7,940
-501
168
$459K 0.11%
5,467
-486
169
$456K 0.11%
27,264
+3,188
170
$455K 0.11%
16,393
171
$452K 0.11%
9,337
172
$438K 0.1%
2,666
-677
173
$431K 0.1%
5,920
-98
174
$429K 0.1%
7,524
-1,660
175
$427K 0.1%
8,668
-392
5 6
7
8 9