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
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.6M
3
+$10.9M
4
INTC icon
Intel
INTC
+$10.4M
5
CHCO icon
City Holding Co
CHCO
+$10.4M

Top Sells

1
+$11M
2
+$4.34M
3
+$1.89M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.21M

Sector Composition

1 Communication Services 10.91%
2 Technology 10.82%
3 Industrials 8.56%
4 Financials 7.29%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$753K 0.07%
19,037
-1,597
202
$753K 0.07%
7,866
+246
203
$750K 0.07%
30,732
+15,124
204
$749K 0.07%
31,394
+1,283
205
$746K 0.07%
10,550
+1,971
206
$734K 0.07%
12,175
+5,098
207
$719K 0.07%
7,737
-308
208
$706K 0.07%
4,700
+307
209
$705K 0.07%
2,485
-37
210
$702K 0.07%
4,054
+632
211
$693K 0.07%
7,552
+148
212
$689K 0.07%
3,544
+580
213
$689K 0.07%
8,011
-5,378
214
$687K 0.07%
+14,646
215
$685K 0.07%
8,528
+1,658
216
$677K 0.07%
+26,217
217
$672K 0.06%
4,667
+63
218
$672K 0.06%
23,380
-2,574
219
$668K 0.06%
7,158
+4,432
220
$667K 0.06%
27,356
+4,774
221
$665K 0.06%
35,960
-2,675
222
$662K 0.06%
25,119
223
$657K 0.06%
13,121
+1,055
224
$656K 0.06%
8,202
+215
225
$652K 0.06%
8,057
+343
7 8
9
10 11