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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$775K 0.08%
2,400
+242
177
$774K 0.08%
13,740
-452
178
$765K 0.08%
6,778
+249
179
$759K 0.08%
26,350
+3,080
180
$750K 0.08%
4,565
+1,393
181
$750K 0.08%
19,156
+144
182
$745K 0.08%
12,556
+5,376
183
$742K 0.08%
7,934
+3,090
184
$742K 0.08%
2,527
+421
185
$740K 0.08%
5,118
186
$736K 0.08%
16,564
+171
187
$735K 0.08%
6,405
+931
188
$728K 0.08%
3,910
+213
189
$725K 0.08%
15,397
-54
190
$724K 0.08%
5,405
+1,493
191
$719K 0.08%
61,422
-16,050
192
$718K 0.08%
16,867
+4,803
193
$715K 0.08%
22,767
-12,102
194
$715K 0.08%
13,260
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195
$711K 0.08%
2,004
+254
196
$702K 0.08%
6,206
197
$700K 0.08%
3,607
+49
198
$698K 0.08%
6,302
+1,734
199
$690K 0.08%
7,838
-139
200
$679K 0.07%
8,257
+853
6 7
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