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
$655M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$11.5M
3
+$11.1M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$9.51M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$8.12M

Top Sells

1
+$4.11M
2
+$3.47M
3
+$1.3M
4
ESNT icon
Essent Group
ESNT
+$1.06M
5
PX
Praxair Inc
PX
+$656K

Sector Composition

1 Financials 8.16%
2 Technology 7.79%
3 Industrials 7.01%
4 Healthcare 6.67%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$443K 0.07%
3,827
+132
202
$441K 0.07%
1,970
-638
203
$439K 0.07%
+33,000
204
$438K 0.07%
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205
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3,639
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206
$432K 0.07%
3,341
+172
207
$431K 0.07%
10,995
208
$421K 0.06%
6,448
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209
$420K 0.06%
+2,214
210
$418K 0.06%
6,192
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211
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3,041
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212
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4,821
-116
213
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16,393
214
$407K 0.06%
1,798
-272
215
$407K 0.06%
+30,843
216
$407K 0.06%
9,334
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217
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13,613
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218
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16,836
219
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26,198
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220
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9,800
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221
$399K 0.06%
3,725
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222
$395K 0.06%
+3,948
223
$394K 0.06%
8,348
+65
224
$392K 0.06%
2,765
+120
225
$392K 0.06%
6,674
+100
7 8
9
10 11