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
$259M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.01M
3
+$831K
4
AAPL icon
Apple
AAPL
+$790K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$666K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.28M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$981K
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$872K

Sector Composition

1 Communication Services 18.15%
2 Financials 7.88%
3 Healthcare 5.44%
4 Technology 5.34%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$231K 0.09%
10,691
-800
177
$231K 0.09%
+5,459
178
$230K 0.09%
6,700
-1,780
179
$229K 0.09%
2,058
+100
180
$222K 0.09%
655
+21
181
$222K 0.09%
+3,230
182
$221K 0.09%
+2,565
183
$221K 0.09%
+16,638
184
$219K 0.08%
+8,160
185
$218K 0.08%
3,908
186
$217K 0.08%
12,126
187
$215K 0.08%
3,978
-459
188
$207K 0.08%
+1,910
189
$206K 0.08%
+4,957
190
$205K 0.08%
+1,438
191
$203K 0.08%
4,521
+51
192
$202K 0.08%
4,437
-1,081
193
$196K 0.08%
13,675
+233
194
$187K 0.07%
12,492
+195
195
$150K 0.06%
27,043
+684
196
$119K 0.05%
+20,000
197
$79K 0.03%
15,281
198
$67K 0.03%
17,107
-5,186
199
$60K 0.02%
20,000
200
$49K 0.02%
+1,015
5 6 7
8
9