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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$429K 0.07%
+9,008
202
$428K 0.07%
5,040
+370
203
$425K 0.07%
23,628
+6,425
204
$423K 0.07%
23,877
+1,692
205
$420K 0.07%
2,472
+524
206
$419K 0.07%
+6,610
207
$418K 0.07%
2,473
+149
208
$416K 0.07%
5,878
-614
209
$409K 0.07%
6,725
-248
210
$409K 0.07%
3,025
+764
211
$406K 0.07%
9,025
212
$406K 0.07%
5,036
+122
213
$404K 0.07%
6,490
+144
214
$404K 0.07%
19,184
+2,346
215
$403K 0.07%
+5,506
216
$402K 0.07%
6,010
+763
217
$402K 0.07%
+3,510
218
$397K 0.06%
+5,659
219
$396K 0.06%
3,593
-2,785
220
$395K 0.06%
2,180
-1,101
221
$391K 0.06%
2,682
222
$390K 0.06%
+13,164
223
$390K 0.06%
5,756
+3,769
224
$389K 0.06%
2,865
+1,137
225
$387K 0.06%
10,995
-21
7 8
9
10 11