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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$672K 0.07%
6,901
+1,317
202
$659K 0.07%
11,794
-78
203
$658K 0.07%
10,541
+2,889
204
$642K 0.07%
7,411
+4,186
205
$641K 0.07%
7,333
-3,988
206
$638K 0.07%
39,732
+3,174
207
$634K 0.07%
3,460
-50
208
$633K 0.07%
20,014
-7,253
209
$631K 0.07%
10,283
+3,995
210
$624K 0.07%
3,766
+226
211
$619K 0.07%
7,013
+1,195
212
$618K 0.07%
8,820
+1,254
213
$614K 0.07%
5,517
+2,960
214
$611K 0.07%
4,089
-1
215
$603K 0.07%
5,613
+13
216
$603K 0.07%
+9,172
217
$592K 0.06%
21,850
+7
218
$592K 0.06%
12,064
+7,156
219
$589K 0.06%
2,000
+108
220
$587K 0.06%
142,880
+51,320
221
$581K 0.06%
7,883
-3,944
222
$578K 0.06%
9,884
-2,212
223
$572K 0.06%
2,126
+242
224
$564K 0.06%
3,720
+501
225
$564K 0.06%
6,093
+627
7 8
9
10 11