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
$1.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$28.5M
3
+$22.9M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$22.7M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$20.9M

Top Sells

1
+$11.9M
2
+$6.48M
3
+$5.48M
4
AXP icon
American Express
AXP
+$4.23M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.05M

Sector Composition

1 Technology 9.78%
2 Communication Services 8.37%
3 Consumer Discretionary 6.42%
4 Industrials 6.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.2M 0.06%
+33,381
202
$1.19M 0.06%
27,579
203
$1.18M 0.06%
25,352
204
$1.15M 0.06%
+36,164
205
$1.14M 0.06%
12,104
+222
206
$1.14M 0.06%
+46,538
207
$1.12M 0.06%
15,641
-1,877
208
$1.11M 0.06%
+9,058
209
$1.11M 0.06%
4,218
+2
210
$1.11M 0.06%
6,768
+229
211
$1.11M 0.06%
3,141
-464
212
$1.09M 0.06%
8,781
+1,429
213
$1.07M 0.06%
12,124
+164
214
$1.07M 0.06%
9,027
-1,606
215
$1.04M 0.05%
16,799
+1,122
216
$1.04M 0.05%
52,957
-50
217
$1.02M 0.05%
6,344
+735
218
$1.02M 0.05%
18,725
-1,452
219
$1.02M 0.05%
12,203
+5,676
220
$1.01M 0.05%
18,989
-38,196
221
$984K 0.05%
7,568
-1,015
222
$972K 0.05%
48,984
-12,111
223
$961K 0.05%
+14,590
224
$947K 0.05%
+2,469
225
$932K 0.05%
23,360
-416
7 8
9
10 11