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
$5.5B
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.81M
2
+$746K
3
+$265K
4
GE icon
GE Aerospace
GE
+$216K
5
GYRE icon
Gyre Therapeutics
GYRE
+$22.7K

Sector Composition

1 Technology 3.28%
2 Financials 2.46%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.68M 0.03%
6,830
202
$1.67M 0.03%
10,420
203
$1.64M 0.03%
22,000
204
$1.64M 0.03%
8,219
205
$1.62M 0.03%
18,240
206
$1.61M 0.03%
6,863
207
$1.61M 0.03%
62,202
208
$1.61M 0.03%
15,913
209
$1.6M 0.03%
25,352
210
$1.59M 0.03%
63,219
211
$1.58M 0.03%
47,888
212
$1.58M 0.03%
22,049
213
$1.57M 0.03%
37,340
214
$1.55M 0.03%
49,926
215
$1.53M 0.03%
6,451
216
$1.51M 0.03%
8,682
217
$1.51M 0.03%
66,265
218
$1.49M 0.03%
39,966
219
$1.47M 0.03%
62,844
220
$1.46M 0.03%
42,135
221
$1.45M 0.03%
3,726
222
$1.44M 0.03%
59,790
223
$1.42M 0.03%
22,816
224
$1.42M 0.03%
19,112
225
$1.41M 0.03%
10,396
7 8
9
10 11