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
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.7M
3
+$11.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.29M

Top Sells

1
+$47.4M
2
+$22.3M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$5.1M

Sector Composition

1 Technology 10.05%
2 Communication Services 7.97%
3 Industrials 7.36%
4 Consumer Discretionary 6.12%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$747K 0.07%
5,763
-270
177
$742K 0.07%
2,414
-178
178
$735K 0.07%
12,591
179
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180
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5,751
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181
$704K 0.07%
64,743
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182
$702K 0.07%
+3,259
183
$697K 0.07%
14,742
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184
$696K 0.07%
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185
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8,434
-3,548
186
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187
$677K 0.06%
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188
$672K 0.06%
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189
$671K 0.06%
3,853
-4,013
190
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22,152
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191
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192
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6,361
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194
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49,152
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195
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1,641
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196
$576K 0.05%
69,562
197
$575K 0.05%
16,902
-2,135
198
$574K 0.05%
7,184
-873
199
$573K 0.05%
7,195
-1,007
200
$573K 0.05%
4,846
-3,002
6 7
8
9 10