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
$1.04B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.21M
3
+$4.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.41M
5
BA icon
Boeing
BA
+$2.73M

Top Sells

1
+$11M
2
+$4.18M
3
+$2.84M
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$2.14M
5
INWK
InnerWorkings, Inc.
INWK
+$1.82M

Sector Composition

1 Communication Services 12.6%
2 Technology 10.2%
3 Financials 8.2%
4 Industrials 7.02%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$702K 0.07%
+23,602
202
$698K 0.07%
8,741
+122
203
$694K 0.07%
13,728
-1,646
204
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4,567
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205
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-204
206
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12,066
+41
207
$657K 0.06%
21,517
208
$642K 0.06%
11,724
+276
209
$641K 0.06%
22,334
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210
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6,870
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211
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212
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213
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214
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7,755
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215
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216
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17,454
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217
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218
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21,759
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219
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220
$582K 0.06%
36,690
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221
$580K 0.06%
12,192
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222
$573K 0.06%
13,133
+316
223
$569K 0.05%
33,820
-3,928
224
$566K 0.05%
6,668
225
$554K 0.05%
2,801
-2
7 8
9
10 11