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
$296M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.91M
3
+$1.31M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$642K
5
T icon
AT&T
T
+$510K

Top Sells

1
+$4.75M
2
+$2.38M
3
+$2.31M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$514K
5
MDU icon
MDU Resources
MDU
+$462K

Sector Composition

1 Communication Services 13.88%
2 Financials 8.42%
3 Technology 5.84%
4 Healthcare 5.69%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$256K 0.09%
15,271
+218
177
$252K 0.09%
12,232
178
$251K 0.08%
5,781
+173
179
$249K 0.08%
5,968
-56
180
$248K 0.08%
2,072
-214
181
$248K 0.08%
4,011
-39
182
$247K 0.08%
6,458
+128
183
$246K 0.08%
5,000
-892
184
$246K 0.08%
5,543
+82
185
$245K 0.08%
6,845
+479
186
$242K 0.08%
3,138
-69
187
$242K 0.08%
6,216
-290
188
$241K 0.08%
3,774
+233
189
$240K 0.08%
4,790
-309
190
$239K 0.08%
2,347
-693
191
$238K 0.08%
2,271
192
$235K 0.08%
2,909
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193
$234K 0.08%
5,085
194
$228K 0.08%
23,524
-47,656
195
$227K 0.08%
+6,064
196
$226K 0.08%
50,000
197
$224K 0.08%
26,082
198
$224K 0.08%
3,436
-538
199
$223K 0.08%
1,781
+91
200
$223K 0.08%
18,495
+332
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