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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.86M 0.1%
18,834
+14,395
152
$1.84M 0.1%
+3,338
153
$1.83M 0.1%
29,782
+6,895
154
$1.81M 0.1%
6,978
+1,266
155
$1.81M 0.09%
+811
156
$1.79M 0.09%
27,710
+4,637
157
$1.78M 0.09%
4,699
+3,266
158
$1.77M 0.09%
28,436
+8
159
$1.76M 0.09%
14,597
-34,948
160
$1.76M 0.09%
8,638
-366
161
$1.74M 0.09%
18,440
162
$1.74M 0.09%
+3,251
163
$1.72M 0.09%
12,736
+1,893
164
$1.72M 0.09%
69,801
+13,164
165
$1.71M 0.09%
5,956
+689
166
$1.71M 0.09%
7,282
+1,777
167
$1.69M 0.09%
12,368
+8,586
168
$1.67M 0.09%
11,227
-391
169
$1.66M 0.09%
23,209
+1,962
170
$1.64M 0.09%
+6,708
171
$1.61M 0.08%
12,602
+7,836
172
$1.6M 0.08%
25,877
+7,252
173
$1.6M 0.08%
33,935
+21,069
174
$1.58M 0.08%
+3,163
175
$1.56M 0.08%
+13,541
5 6
7
8 9