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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$658K 0.11%
15,196
+2,692
152
$657K 0.11%
+11,253
153
$650K 0.11%
17,130
-3,348
154
$633K 0.1%
1,268
-460
155
$629K 0.1%
9,041
-38
156
$623K 0.1%
6,131
+1,417
157
$622K 0.1%
10,092
-3,036
158
$622K 0.1%
5,537
+489
159
$620K 0.1%
12,893
-1,251
160
$615K 0.1%
11,254
161
$615K 0.1%
+3,890
162
$608K 0.1%
14,830
+4,351
163
$602K 0.1%
1,697
+99
164
$591K 0.1%
3,186
+57
165
$582K 0.09%
10,976
166
$570K 0.09%
6,244
+444
167
$551K 0.09%
7,957
+2,813
168
$543K 0.09%
+7,968
169
$539K 0.09%
3,068
+215
170
$538K 0.09%
6,803
+568
171
$536K 0.09%
6,942
-1,629
172
$520K 0.08%
7,602
+2,663
173
$520K 0.08%
18,944
+8,472
174
$515K 0.08%
6,036
+2,108
175
$503K 0.08%
16,836
5 6
7
8 9