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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$500K 0.08%
10,796
-560
177
$497K 0.08%
3,032
+640
178
$488K 0.08%
9,896
+90
179
$487K 0.08%
10,274
+1,885
180
$485K 0.08%
7,237
+910
181
$479K 0.08%
4,508
182
$478K 0.08%
3,523
+1,324
183
$477K 0.08%
13,744
-6,456
184
$476K 0.08%
3,744
+1,079
185
$476K 0.08%
80,320
+3,280
186
$471K 0.08%
17,155
+2,170
187
$471K 0.08%
5,506
+1,090
188
$467K 0.08%
43,068
-4,242
189
$466K 0.08%
3,418
+260
190
$466K 0.08%
8,020
+1,200
191
$466K 0.08%
5,580
-1,413
192
$456K 0.07%
16,393
+348
193
$456K 0.07%
7,261
+3,336
194
$453K 0.07%
5,568
+2,279
195
$451K 0.07%
4,072
+483
196
$446K 0.07%
7,136
+256
197
$444K 0.07%
5,336
+2,294
198
$443K 0.07%
4,182
199
$441K 0.07%
8,156
+31
200
$435K 0.07%
5,368
6 7
8
9 10