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
$618M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.83M
3
+$3.9M
4
AAPL icon
Apple
AAPL
+$3.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.22M

Top Sells

1
+$3.22M
2
+$669K
3
+$660K
4
TWX
Time Warner Inc
TWX
+$550K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$390K

Sector Composition

1 Communication Services 8.73%
2 Financials 8.69%
3 Technology 8.55%
4 Healthcare 6.66%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34M 5.5%
174,831
+95,137
2
$27.2M 4.4%
193,575
+22,961
3
$20M 3.24%
147,327
+5,166
4
$19.4M 3.14%
308,759
+1,422
5
$18.8M 3.04%
406,264
+73,420
6
$18.2M 2.94%
223,360
+4,119
7
$17.9M 2.89%
348,233
-3,593
8
$15.2M 2.46%
146,582
+4,504
9
$14.2M 2.3%
76,002
+2,383
10
$12.9M 2.09%
152,040
+31,940
11
$12.7M 2.06%
260,155
-7,050
12
$11.3M 1.84%
78,899
+777
13
$10.3M 1.67%
415,862
+109,876
14
$9.87M 1.6%
65,397
+51,880
15
$9.85M 1.59%
99,899
+8,204
16
$8.77M 1.42%
72,215
+2,175
17
$7.86M 1.27%
94,952
+11,100
18
$6.87M 1.11%
25,161
+1,217
19
$6.23M 1.01%
47,378
-1,196
20
$5.98M 0.97%
64,504
+15,646
21
$5.78M 0.94%
20,952
+14
22
$5.7M 0.92%
47,009
+1,880
23
$5.41M 0.88%
16,138
+11,627
24
$5.37M 0.87%
95,080
-580
25
$5.15M 0.83%
44,642
+1,879
1
2 3 4 5