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
$420M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$677K
3
+$531K
4
KMB icon
Kimberly-Clark
KMB
+$417K
5
PNC icon
PNC Financial Services
PNC
+$339K

Top Sells

1
+$2.87M
2
+$2.66M
3
+$1.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.28M

Sector Composition

1 Communication Services 10.35%
2 Financials 9.28%
3 Technology 7.11%
4 Healthcare 6.81%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$347K 0.08%
5,405
-466
202
$346K 0.08%
2,616
-496
203
$346K 0.08%
12,852
-381
204
$345K 0.08%
4,907
-300
205
$345K 0.08%
2,270
+5
206
$342K 0.08%
6,118
+202
207
$341K 0.08%
5,554
+1,117
208
$339K 0.08%
+2,518
209
$339K 0.08%
8,348
-643
210
$335K 0.08%
5,538
+1,491
211
$335K 0.08%
13,400
212
$333K 0.08%
3,125
+546
213
$330K 0.08%
4,066
-103
214
$328K 0.08%
4,774
215
$328K 0.08%
4,222
+980
216
$324K 0.08%
5,926
217
$321K 0.08%
4,344
+431
218
$319K 0.08%
5,330
+816
219
$314K 0.07%
14,640
220
$311K 0.07%
2,115
+683
221
$308K 0.07%
5,496
+1
222
$307K 0.07%
2,262
-687
223
$307K 0.07%
2,735
224
$306K 0.07%
3,279
225
$303K 0.07%
9,134
+54
7 8
9
10 11