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
$480M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.68M
3
+$4.04M
4
ABBV icon
AbbVie
ABBV
+$3.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M

Top Sells

1
+$1.44M
2
+$747K
3
+$677K
4
VTV icon
Vanguard Value ETF
VTV
+$672K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$652K

Sector Composition

1 Communication Services 10.33%
2 Financials 9.89%
3 Technology 8.69%
4 Healthcare 7.69%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$459K 0.1%
2,853
-894
177
$458K 0.1%
7,004
+886
178
$458K 0.1%
23,860
+2,020
179
$454K 0.09%
17,143
-3,633
180
$447K 0.09%
8,075
+135
181
$431K 0.09%
7,858
+762
182
$431K 0.09%
25,328
-1,936
183
$423K 0.09%
23,073
-60
184
$421K 0.09%
6,880
185
$421K 0.09%
2,878
-546
186
$421K 0.09%
8,096
-572
187
$414K 0.09%
2,402
+825
188
$410K 0.09%
5,074
+852
189
$409K 0.09%
+13,210
190
$404K 0.08%
3,998
-12
191
$402K 0.08%
7,524
192
$399K 0.08%
4,929
-105
193
$397K 0.08%
+4,670
194
$397K 0.08%
2,900
-700
195
$396K 0.08%
7,808
-274
196
$396K 0.08%
+8,976
197
$391K 0.08%
6,939
+159
198
$379K 0.08%
6,673
+747
199
$378K 0.08%
5,602
+304
200
$378K 0.08%
10,733
+3,236
6 7
8
9 10