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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$944K 0.1%
17,260
+4
152
$934K 0.1%
40,025
+10,755
153
$934K 0.1%
51,670
154
$912K 0.1%
7,198
-14
155
$910K 0.1%
17,353
+2,516
156
$902K 0.1%
4,492
+1,017
157
$901K 0.1%
63,991
+34,659
158
$883K 0.1%
41,495
+26,880
159
$874K 0.1%
12,708
+2,566
160
$869K 0.09%
13,577
+8,333
161
$864K 0.09%
6,802
-2,013
162
$860K 0.09%
19,242
-450
163
$857K 0.09%
18,835
164
$856K 0.09%
29,835
165
$849K 0.09%
12,151
166
$833K 0.09%
18,364
-670
167
$824K 0.09%
7,199
+1,632
168
$821K 0.09%
55,140
+8,745
169
$815K 0.09%
11,295
170
$804K 0.09%
6,749
+855
171
$788K 0.09%
12,911
+2,745
172
$788K 0.09%
14,469
-252
173
$787K 0.09%
30,835
-1,920
174
$786K 0.09%
7,730
+577
175
$785K 0.09%
41,967
+1,875
5 6
7
8 9