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
$655M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$11.5M
3
+$11.1M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$9.51M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$8.12M

Top Sells

1
+$4.11M
2
+$3.47M
3
+$1.3M
4
ESNT icon
Essent Group
ESNT
+$1.06M
5
PX
Praxair Inc
PX
+$656K

Sector Composition

1 Financials 8.16%
2 Technology 7.79%
3 Industrials 7.01%
4 Healthcare 6.67%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$703K 0.11%
2,627
+363
152
$698K 0.11%
15,654
+308
153
$689K 0.11%
13,647
154
$685K 0.1%
3,363
+70
155
$683K 0.1%
14,282
-1,592
156
$678K 0.1%
8,560
-1,570
157
$671K 0.1%
3,569
+562
158
$656K 0.1%
7,173
-702
159
$639K 0.1%
10,248
+667
160
$639K 0.1%
8,624
+227
161
$635K 0.1%
8,502
+1,940
162
$626K 0.1%
22,105
+579
163
$606K 0.09%
18,835
+1,680
164
$593K 0.09%
7,181
+800
165
$576K 0.09%
5,242
-87
166
$575K 0.09%
12,372
+772
167
$574K 0.09%
+12,352
168
$570K 0.09%
5,761
+134
169
$563K 0.09%
10,753
170
$562K 0.09%
14,924
+780
171
$552K 0.08%
17,775
+6,830
172
$549K 0.08%
6,359
-133
173
$539K 0.08%
13,469
-988
174
$536K 0.08%
21,843
175
$536K 0.08%
9,930
-1,823
5 6
7
8 9