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
$920M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$18.8M
3
+$12.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.54M

Top Sells

1
+$6.25M
2
+$5.38M
3
+$3.84M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.53M
5
VAW icon
Vanguard Materials ETF
VAW
+$2.62M

Sector Composition

1 Communication Services 11.45%
2 Technology 9.11%
3 Financials 8.37%
4 Industrials 7.79%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.2M 6.54%
311,903
+170,532
2
$33.8M 3.67%
356,480
+198,380
3
$30.9M 3.36%
1,222,638
-247,144
4
$29.3M 3.18%
194,887
+4,709
5
$26.5M 2.88%
535,104
+53,484
6
$21.9M 2.38%
381,642
-17,416
7
$20.7M 2.25%
158,798
+10,646
8
$19.8M 2.16%
376,205
+148,640
9
$18.6M 2.02%
213,160
-6,671
10
$17.6M 1.91%
366,295
-3,720
11
$17.5M 1.9%
59,276
-3,557
12
$17.4M 1.9%
157,260
-862
13
$16.5M 1.8%
77,630
+4,019
14
$15.8M 1.71%
79,067
+102
15
$15.5M 1.69%
115,938
+4,341
16
$14.3M 1.55%
263,380
+168,440
17
$13.3M 1.44%
84,473
-24,386
18
$12.7M 1.38%
+103,609
19
$11.9M 1.29%
219,760
+158,100
20
$9.94M 1.08%
33,937
+1,257
21
$9.87M 1.07%
60,646
-838
22
$9.42M 1.02%
344,799
+84,705
23
$9.07M 0.99%
118,339
+30,972
24
$7.63M 0.83%
20,844
25
$7.26M 0.79%
57,079
-17,054
1
2 3 4 5