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
$344M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.94M
3
+$1.8M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.46M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.39M

Top Sells

1
+$2.73M
2
+$2.08M
3
+$2M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.59M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.22M

Sector Composition

1 Communication Services 11.34%
2 Financials 8.4%
3 Healthcare 5.49%
4 Industrials 5.28%
5 Technology 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$261K 0.08%
+4,124
202
$258K 0.08%
4,986
+186
203
$258K 0.08%
5,190
-53
204
$254K 0.07%
2,195
-588
205
$253K 0.07%
7,374
+529
206
$252K 0.07%
1,866
+24
207
$250K 0.07%
3,138
208
$250K 0.07%
5,525
-575
209
$250K 0.07%
+5,634
210
$245K 0.07%
23,524
-1,047
211
$242K 0.07%
3,992
+35
212
$242K 0.07%
3,082
+166
213
$239K 0.07%
+7,276
214
$239K 0.07%
+2,186
215
$238K 0.07%
1,793
+29
216
$236K 0.07%
4,022
-74
217
$235K 0.07%
6,064
218
$235K 0.07%
6,997
+100
219
$234K 0.07%
3,967
+374
220
$233K 0.07%
15,294
-707
221
$232K 0.07%
6,193
-3,169
222
$230K 0.07%
5,188
+12
223
$229K 0.07%
3,829
-291
224
$225K 0.07%
967
225
$225K 0.07%
+940
7 8
9
10 11