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
$1.05B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.7M
3
+$11.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.29M

Top Sells

1
+$47.4M
2
+$22.3M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$5.1M

Sector Composition

1 Technology 10.05%
2 Communication Services 7.97%
3 Industrials 7.36%
4 Consumer Discretionary 6.12%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.6M 6.15%
412,882
+103,774
2
$47.5M 4.52%
510,021
-33,102
3
$44.9M 4.27%
325,400
-50,620
4
$34.9M 3.32%
382,344
-244,320
5
$34.2M 3.25%
876,147
6
$30.2M 2.87%
133,033
-208,906
7
$25M 2.38%
625,307
+98,438
8
$24.8M 2.36%
463,269
-27,826
9
$22.8M 2.17%
112,161
-25,072
10
$18.8M 1.79%
265,180
-5,140
11
$17.9M 1.7%
363,447
-97,810
12
$17.7M 1.68%
212,814
+142,792
13
$17.3M 1.64%
173,222
+1,118
14
$16.4M 1.56%
153,826
-12,467
15
$16.3M 1.55%
272,426
-20,555
16
$16.2M 1.54%
229,320
-4,700
17
$14.9M 1.42%
189,893
-21,461
18
$14.7M 1.4%
+110,210
19
$14.4M 1.37%
46,467
-7,449
20
$12.9M 1.23%
67,323
-6,793
21
$12.1M 1.15%
68,007
-13,703
22
$11.9M 1.13%
38,632
-8,876
23
$11.7M 1.11%
397,224
+51,114
24
$10.9M 1.03%
421,554
-124,696
25
$10.4M 0.99%
159,241
1
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