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
$259M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.01M
3
+$831K
4
AAPL icon
Apple
AAPL
+$790K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$666K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.28M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$981K
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$872K

Sector Composition

1 Communication Services 18.15%
2 Financials 7.88%
3 Healthcare 5.44%
4 Technology 5.34%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$38K 0.01%
+11,234
202
$25K 0.01%
14,967
-11,066
203
$24K 0.01%
11,253
204
$18K 0.01%
10,000
205
$11K ﹤0.01%
15,000
206
– –
-3,215
207
– –
-6,234
208
– –
-3,023
209
– –
-30,441
210
– –
-353
211
– –
-28,270
212
– –
-19,483
213
– –
-2,485
214
– –
-8,192
215
– –
-2,740
216
– –
-11,827
217
– –
-2,532
218
– –
-4,557
219
– –
-4,754
5 6 7 8
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