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
$310M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$1.44M
3
+$1.43M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.12M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$994K

Top Sells

1
+$1.62M
2
+$1.05M
3
+$712K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$700K
5
INTU icon
Intuit
INTU
+$400K

Sector Composition

1 Communication Services 11.54%
2 Financials 9.59%
3 Technology 5.79%
4 Industrials 4.93%
5 Healthcare 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$226K 0.07%
4,096
+117
202
$225K 0.07%
967
203
$225K 0.07%
3,064
-254
204
$225K 0.07%
2,164
-107
205
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2,916
+7
206
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+3,192
207
$223K 0.07%
15,514
+243
208
$221K 0.07%
1,842
+61
209
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210
$216K 0.07%
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211
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1,764
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212
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20,000
213
$215K 0.07%
5,243
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214
$214K 0.07%
1,718
-110
215
$212K 0.07%
1,961
-1,916
216
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3,077
217
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218
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13,702
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219
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2,222
220
$205K 0.07%
6,897
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221
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+4,054
222
$157K 0.05%
50,000
223
$145K 0.05%
20,000
224
$140K 0.05%
6,298
-589
225
$113K 0.04%
26,509
7 8
9
10 11