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
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.7M
3
+$11.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.29M

Top Sells

1
+$47.4M
2
+$22.3M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$5.1M

Sector Composition

1 Technology 10.05%
2 Communication Services 7.97%
3 Industrials 7.36%
4 Consumer Discretionary 6.12%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$570K 0.05%
5,451
-1,707
202
$569K 0.05%
17,008
-16,488
203
$567K 0.05%
6,316
-516
204
$560K 0.05%
7,855
+1,675
205
$554K 0.05%
3,410
-269
206
$554K 0.05%
2,960
-1,707
207
$552K 0.05%
10,938
+942
208
$542K 0.05%
2,886
+218
209
$541K 0.05%
+30,090
210
$540K 0.05%
31,739
+16,328
211
$535K 0.05%
+9,115
212
$530K 0.05%
8,592
-571
213
$525K 0.05%
6,120
-663
214
$523K 0.05%
+18,524
215
$520K 0.05%
4,202
+1,010
216
$518K 0.05%
8,149
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217
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+11,490
218
$499K 0.05%
6,582
-143
219
$492K 0.05%
21,482
-998
220
$491K 0.05%
21,970
+3,360
221
$477K 0.05%
+3,482
222
$476K 0.05%
32,022
-14,422
223
$473K 0.05%
6,583
-912
224
$472K 0.04%
3,520
-366
225
$472K 0.04%
8,660
+35
7 8
9
10 11