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
$480M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.68M
3
+$4.04M
4
ABBV icon
AbbVie
ABBV
+$3.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.09M

Top Sells

1
+$1.44M
2
+$747K
3
+$677K
4
VTV icon
Vanguard Value ETF
VTV
+$672K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$652K

Sector Composition

1 Communication Services 10.33%
2 Financials 9.89%
3 Technology 8.69%
4 Healthcare 7.69%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.6M 6.8%
184,861
-4,236
2
$20.9M 4.35%
323,641
+2,799
3
$20.2M 4.22%
147,316
+2,009
4
$15.3M 3.2%
77,376
+24,208
5
$15.1M 3.16%
182,523
+13
6
$14.8M 3.08%
138,817
-6,325
7
$13M 2.7%
306,548
+110,708
8
$12.9M 2.69%
233,908
-1,152
9
$9.84M 2.05%
74,126
-878
10
$7.34M 1.53%
293,518
+23,988
11
$7.15M 1.49%
85,481
+3,965
12
$7.1M 1.48%
121,400
+69,020
13
$6.97M 1.45%
81,489
+13,035
14
$6.04M 1.26%
43,209
+2,599
15
$5.69M 1.19%
118,775
+16,910
16
$5.61M 1.17%
57,971
+36,948
17
$5.42M 1.13%
20,938
-14
18
$5.12M 1.07%
42,971
+2
19
$4.95M 1.03%
94,040
+58,740
20
$4.85M 1.01%
90,556
-4,105
21
$4.58M 0.95%
36,569
+5,617
22
$4.38M 0.91%
36,531
+5,993
23
$4.33M 0.9%
14,690
+114
24
$4.3M 0.9%
46,838
+893
25
$3.7M 0.77%
126,141
-5,715
1
2 3 4 5