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
$1.04B
AUM Growth
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.11M 0.11%
18,713
-6,556
152
$1.1M 0.11%
12,228
+2,658
153
$1.08M 0.1%
7,570
+6,487
154
$1.08M 0.1%
13,124
+70
155
$1.08M 0.1%
73,008
+6,111
156
$1.07M 0.1%
13,162
+1,224
157
$1.06M 0.1%
29,783
+20,832
158
$1.05M 0.1%
34,747
+8,176
159
$1.01M 0.1%
+14,797
160
$1M 0.1%
16,889
+730
161
$1M 0.1%
23,330
+16,741
162
$1M 0.1%
15,947
+11,690
163
$996K 0.1%
41,990
+7,950
164
$995K 0.1%
20,824
+1,660
165
$970K 0.09%
46,676
+35,943
166
$965K 0.09%
+60,036
167
$964K 0.09%
7,287
+590
168
$953K 0.09%
+33,496
169
$951K 0.09%
6,013
+1,088
170
$940K 0.09%
49,212
-1,911
171
$935K 0.09%
141,880
+9,080
172
$905K 0.09%
7,848
+4,398
173
$904K 0.09%
7,371
-7
174
$885K 0.09%
10,341
+703
175
$885K 0.09%
6,745
+865
5 6
7
8 9