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
$344M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.94M
3
+$1.8M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.46M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.39M

Top Sells

1
+$2.73M
2
+$2.08M
3
+$2M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.59M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.22M

Sector Composition

1 Communication Services 11.34%
2 Financials 8.4%
3 Healthcare 5.49%
4 Industrials 5.28%
5 Technology 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$349K 0.1%
9,335
+312
177
$339K 0.1%
3,107
+1,146
178
$335K 0.1%
4,994
179
$335K 0.1%
6,249
+1,432
180
$335K 0.1%
5,681
+1,804
181
$335K 0.1%
12,054
-706
182
$334K 0.1%
+13,400
183
$331K 0.1%
6,662
+500
184
$323K 0.09%
13,484
-2,374
185
$318K 0.09%
3,897
+45
186
$317K 0.09%
2,671
+25
187
$312K 0.09%
2,627
+74
188
$307K 0.09%
5,904
+16
189
$306K 0.09%
2,735
190
$306K 0.09%
5,690
+16
191
$302K 0.09%
6,067
+4
192
$301K 0.09%
3,883
+28
193
$290K 0.08%
8,705
194
$289K 0.08%
+18,344
195
$286K 0.08%
3,604
+187
196
$284K 0.08%
+8,830
197
$280K 0.08%
6,754
-940
198
$275K 0.08%
2,444
-28
199
$270K 0.08%
3,353
-915
200
$265K 0.08%
2,025
-404
6 7
8
9 10