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
$296M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.91M
3
+$1.31M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$642K
5
T icon
AT&T
T
+$510K

Top Sells

1
+$4.75M
2
+$2.38M
3
+$2.31M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$514K
5
MDU icon
MDU Resources
MDU
+$462K

Sector Composition

1 Communication Services 13.88%
2 Financials 8.42%
3 Technology 5.84%
4 Healthcare 5.69%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$223K 0.08%
3,964
+33
202
$220K 0.07%
1,828
203
$217K 0.07%
+6,602
204
$217K 0.07%
967
205
$217K 0.07%
13,501
+144
206
$216K 0.07%
3,979
-849
207
$215K 0.07%
5,129
-61
208
$213K 0.07%
20,000
-1,145
209
$212K 0.07%
+2,515
210
$211K 0.07%
4,816
+58
211
$208K 0.07%
+3,513
212
$207K 0.07%
3,077
-42
213
$206K 0.07%
+4,698
214
$205K 0.07%
4,357
-171
215
$203K 0.07%
+2,328
216
$175K 0.06%
6,887
+589
217
$141K 0.05%
8,761
218
$130K 0.04%
20,000
219
$124K 0.04%
10,000
220
$102K 0.03%
+15,038
221
$101K 0.03%
19,930
222
$96K 0.03%
35,600
223
$79K 0.03%
26,509
-10,699
224
$73K 0.02%
32,085
225
$72K 0.02%
21,471
-11,234
7 8
9
10 11