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
$480M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.68M
3
+$4.04M
4
ABBV icon
AbbVie
ABBV
+$3.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M

Top Sells

1
+$1.44M
2
+$747K
3
+$677K
4
VTV icon
Vanguard Value ETF
VTV
+$672K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$652K

Sector Composition

1 Communication Services 10.33%
2 Financials 9.89%
3 Technology 8.69%
4 Healthcare 7.69%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$377K 0.08%
5,407
+77
202
$375K 0.08%
8,765
+417
203
$370K 0.08%
4,967
-953
204
$366K 0.08%
75,600
+14,240
205
$365K 0.08%
2,516
+425
206
$363K 0.08%
5,500
+4
207
$361K 0.08%
4,908
+1
208
$361K 0.08%
20,000
209
$360K 0.08%
14,615
210
$359K 0.07%
5,359
-114
211
$354K 0.07%
2,382
-441
212
$352K 0.07%
8,962
-172
213
$349K 0.07%
4,071
+5
214
$345K 0.07%
4,889
+115
215
$344K 0.07%
8,573
-1,418
216
$344K 0.07%
4,799
+427
217
$344K 0.07%
5,794
+1,086
218
$343K 0.07%
2,351
+89
219
$342K 0.07%
2,735
220
$338K 0.07%
3,198
+73
221
$335K 0.07%
13,400
222
$334K 0.07%
14,690
+50
223
$330K 0.07%
4,584
+244
224
$330K 0.07%
+2,006
225
$328K 0.07%
3,884
+560
7 8
9
10 11