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
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.7M
3
+$11.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.29M

Top Sells

1
+$47.4M
2
+$22.3M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$5.1M

Sector Composition

1 Technology 10.05%
2 Communication Services 7.97%
3 Industrials 7.36%
4 Consumer Discretionary 6.12%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.01M 0.1%
60,327
-12,681
152
$1M 0.1%
27,579
+2,460
153
$991K 0.09%
6,036
-2,175
154
$961K 0.09%
7,113
-898
155
$960K 0.09%
25,259
156
$936K 0.09%
20,057
-3,273
157
$926K 0.09%
8,858
+330
158
$919K 0.09%
10,019
-2,209
159
$912K 0.09%
4,301
-702
160
$906K 0.09%
6,425
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161
$871K 0.08%
7,264
-473
162
$861K 0.08%
13,248
-3,641
163
$853K 0.08%
6,716
-1,033
164
$828K 0.08%
21,918
-30,457
165
$822K 0.08%
17,272
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166
$809K 0.08%
5,769
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167
$800K 0.08%
4,010
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168
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6,491
-218
169
$796K 0.08%
11,960
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170
$793K 0.08%
5,057
-2,314
171
$785K 0.07%
1,803
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172
$771K 0.07%
6,095
-10,255
173
$764K 0.07%
22,480
-12,267
174
$753K 0.07%
7,098
-348
175
$752K 0.07%
7,755
+203
5 6
7
8 9