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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.94M 0.05%
8,443
152
$2.92M 0.05%
132,786
153
$2.84M 0.05%
40,188
154
$2.8M 0.05%
27,770
155
$2.8M 0.05%
9,485
156
$2.73M 0.05%
27,511
157
$2.71M 0.05%
46,372
158
$2.68M 0.05%
36,302
159
$2.68M 0.05%
12,643
160
$2.64M 0.05%
11,996
161
$2.64M 0.05%
25,668
162
$2.53M 0.05%
9,518
163
$2.49M 0.05%
40,444
164
$2.47M 0.04%
53,640
165
$2.46M 0.04%
24,037
166
$2.45M 0.04%
7,405
167
$2.44M 0.04%
16,389
168
$2.4M 0.04%
16,253
169
$2.35M 0.04%
30,746
170
$2.29M 0.04%
6,814
171
$2.28M 0.04%
27,944
172
$2.26M 0.04%
10,892
173
$2.23M 0.04%
33,797
174
$2.17M 0.04%
21,501
175
$2.06M 0.04%
85,758
5 6
7
8 9