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
$426M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$5.34M
3
+$4.85M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.4M
5
MSFT icon
Microsoft
MSFT
+$2.39M

Top Sells

1
+$1.48M
2
+$1.39M
3
+$1.29M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$891K
5
DLNG icon
Dynagas LNG Partners
DLNG
+$881K

Sector Composition

1 Communication Services 9.92%
2 Financials 9.46%
3 Healthcare 6.94%
4 Technology 6.8%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$411K 0.1%
5,152
+2,070
177
$410K 0.1%
5,121
-308
178
$408K 0.1%
+8,078
179
$406K 0.1%
5,241
-1,626
180
$404K 0.09%
5,784
-18,498
181
$403K 0.09%
6,018
+135
182
$403K 0.09%
9,165
+660
183
$401K 0.09%
6,797
+45
184
$400K 0.09%
8,360
+2,293
185
$394K 0.09%
4,456
+559
186
$388K 0.09%
+9,383
187
$388K 0.09%
+8,991
188
$385K 0.09%
+25,740
189
$383K 0.09%
24,076
-17,156
190
$382K 0.09%
+5,614
191
$381K 0.09%
6,873
192
$373K 0.09%
3,112
+917
193
$369K 0.09%
2,949
+278
194
$368K 0.09%
5,916
+226
195
$363K 0.09%
15,615
196
$362K 0.09%
5,207
+213
197
$358K 0.08%
9,249
-86
198
$358K 0.08%
13,014
+960
199
$357K 0.08%
2,693
+66
200
$351K 0.08%
5,871
+1,747
6 7
8
9 10