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
$420M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$677K
3
+$531K
4
KMB icon
Kimberly-Clark
KMB
+$417K
5
PNC icon
PNC Financial Services
PNC
+$339K

Top Sells

1
+$2.87M
2
+$2.66M
3
+$1.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.28M

Sector Composition

1 Communication Services 10.35%
2 Financials 9.28%
3 Technology 7.11%
4 Healthcare 6.81%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$425K 0.1%
9,991
+608
177
$421K 0.1%
4,578
+122
178
$418K 0.1%
23,133
-2,043
179
$407K 0.1%
8,082
+4
180
$404K 0.1%
8,220
-140
181
$402K 0.1%
5,034
-118
182
$400K 0.1%
6,780
+1,014
183
$396K 0.09%
6,880
+7
184
$396K 0.09%
21,840
-3,900
185
$394K 0.09%
4,588
-5,048
186
$391K 0.09%
10,900
+1,508
187
$386K 0.09%
20,000
188
$372K 0.09%
2,823
+888
189
$370K 0.09%
5,298
-1,939
190
$367K 0.09%
4,010
+77
191
$367K 0.09%
4,575
-546
192
$362K 0.09%
6,990
+193
193
$360K 0.09%
13,016
+2
194
$360K 0.09%
14,615
-1,000
195
$358K 0.09%
4,961
-6,009
196
$355K 0.08%
7,096
-2,069
197
$354K 0.08%
4,372
-191
198
$352K 0.08%
4,746
-1,038
199
$351K 0.08%
5,473
+1,166
200
$351K 0.08%
9,252
+3
6 7
8
9 10