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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.05M 0.04%
43,208
177
$2.05M 0.04%
41,060
178
$2M 0.04%
22,881
179
$1.97M 0.04%
19,666
180
$1.96M 0.04%
87,109
181
$1.96M 0.04%
15,078
182
$1.95M 0.04%
36,740
183
$1.95M 0.04%
57,645
184
$1.94M 0.04%
11,375
185
$1.93M 0.04%
11,672
186
$1.92M 0.03%
40,571
187
$1.9M 0.03%
15,203
188
$1.89M 0.03%
16,059
189
$1.88M 0.03%
8,104
190
$1.87M 0.03%
53,556
191
$1.87M 0.03%
19,276
192
$1.86M 0.03%
22,321
193
$1.82M 0.03%
25,512
194
$1.8M 0.03%
5,431
195
$1.8M 0.03%
43,566
196
$1.77M 0.03%
13,061
197
$1.71M 0.03%
22,175
198
$1.7M 0.03%
16,534
199
$1.7M 0.03%
16,823
200
$1.68M 0.03%
6,307
6 7
8
9 10