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
$1.04B
AUM Growth
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$866K 0.08%
5,003
+561
177
$862K 0.08%
11,982
-8,592
178
$856K 0.08%
+39,914
179
$854K 0.08%
17,528
180
$853K 0.08%
2,680
+310
181
$847K 0.08%
+9,432
182
$842K 0.08%
+12,761
183
$835K 0.08%
25,259
-29
184
$832K 0.08%
+12,659
185
$819K 0.08%
57,256
-1,904
186
$819K 0.08%
29,350
+5,748
187
$805K 0.08%
+26,627
188
$799K 0.08%
6,033
+38
189
$796K 0.08%
+17,600
190
$793K 0.08%
13,860
-2,960
191
$790K 0.08%
12,530
+7,494
192
$789K 0.08%
51,670
193
$788K 0.08%
13,273
-655
194
$784K 0.08%
2,592
+167
195
$783K 0.08%
+48,334
196
$782K 0.08%
+149,200
197
$778K 0.08%
6,419
+1,852
198
$774K 0.07%
7,749
+717
199
$763K 0.07%
+16,404
200
$760K 0.07%
+29,986
6 7
8
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