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
$310M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$1.44M
3
+$1.43M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.12M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$994K

Top Sells

1
+$1.62M
2
+$1.05M
3
+$712K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$700K
5
INTU icon
Intuit
INTU
+$400K

Sector Composition

1 Communication Services 11.54%
2 Financials 9.59%
3 Technology 5.79%
4 Industrials 4.93%
5 Healthcare 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$283K 0.09%
5,674
-542
177
$283K 0.09%
6,162
178
$279K 0.09%
2,444
+50
179
$274K 0.09%
9,700
+1,726
180
$271K 0.09%
+1,133
181
$271K 0.09%
30,582
+4,500
182
$269K 0.09%
24,571
+1,047
183
$263K 0.08%
5,170
-649
184
$263K 0.08%
12,232
185
$261K 0.08%
6,845
186
$255K 0.08%
2,472
+125
187
$254K 0.08%
6,064
188
$253K 0.08%
16,001
-1,303
189
$248K 0.08%
7,106
-3,101
190
$247K 0.08%
6,100
-358
191
$245K 0.08%
4,507
-283
192
$241K 0.08%
4,800
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193
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3,877
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194
$239K 0.08%
19,732
+1,237
195
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3,138
196
$233K 0.08%
4,817
+119
197
$233K 0.08%
+4,166
198
$232K 0.07%
+4,120
199
$232K 0.07%
+3,957
200
$227K 0.07%
5,176
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8
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