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
$480M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.68M
3
+$4.04M
4
ABBV icon
AbbVie
ABBV
+$3.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M

Top Sells

1
+$1.44M
2
+$747K
3
+$677K
4
VTV icon
Vanguard Value ETF
VTV
+$672K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$652K

Sector Composition

1 Communication Services 10.33%
2 Financials 9.89%
3 Technology 8.69%
4 Healthcare 7.69%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$581K 0.12%
6,115
-860
152
$578K 0.12%
6,988
-131
153
$571K 0.12%
4,891
-51
154
$569K 0.12%
9,098
+2,108
155
$565K 0.12%
6,713
+1,246
156
$564K 0.12%
2,537
-126
157
$562K 0.12%
3,021
+355
158
$561K 0.12%
9,511
-209
159
$554K 0.12%
14,224
-8,692
160
$554K 0.12%
6,785
+30
161
$552K 0.12%
11,711
+781
162
$550K 0.11%
23,197
-106
163
$542K 0.11%
14,086
-844
164
$530K 0.11%
11,038
+638
165
$512K 0.11%
6,668
+1,922
166
$508K 0.11%
16,393
167
$505K 0.11%
+4,971
168
$501K 0.1%
47,136
-84
169
$492K 0.1%
6,785
-191
170
$483K 0.1%
5,281
+72
171
$478K 0.1%
3,091
-269
172
$477K 0.1%
+2,760
173
$476K 0.1%
3,259
+643
174
$474K 0.1%
4,530
-48
175
$459K 0.1%
+17,870
5 6
7
8 9