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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.56M 0.08%
10,236
+609
177
$1.55M 0.08%
+7,373
178
$1.54M 0.08%
42,541
+11,165
179
$1.52M 0.08%
50,160
+3,138
180
$1.5M 0.08%
36,642
+10,724
181
$1.49M 0.08%
15,590
+9,274
182
$1.48M 0.08%
8,369
+1,580
183
$1.48M 0.08%
18,902
+923
184
$1.47M 0.08%
6,023
+21
185
$1.45M 0.08%
6,242
-254
186
$1.38M 0.07%
5,283
+3,753
187
$1.38M 0.07%
15,959
+3,297
188
$1.36M 0.07%
4,464
-643
189
$1.35M 0.07%
16,349
+1,139
190
$1.34M 0.07%
7,384
+336
191
$1.34M 0.07%
+4,090
192
$1.32M 0.07%
35,004
-447
193
$1.31M 0.07%
60,976
-7,738
194
$1.31M 0.07%
1,974
+535
195
$1.3M 0.07%
4,845
+490
196
$1.29M 0.07%
17,851
+4,611
197
$1.27M 0.07%
21,769
-15,888
198
$1.25M 0.07%
3,210
-47
199
$1.23M 0.06%
+8,580
200
$1.2M 0.06%
10,278
-586
6 7
8
9 10