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
$2.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$12.3M
3
+$10.1M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.86M

Top Sells

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.73M

Sector Composition

1 Technology 9.06%
2 Communication Services 8.54%
3 Industrials 6.59%
4 Consumer Discretionary 5.7%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$204M 10.05%
3,032,255
+1,083,517
2
$89.7M 4.42%
304,645
+1,326
3
$84.8M 4.18%
955,364
+138,549
4
$68.4M 3.37%
330,976
-72,030
5
$64.1M 3.16%
524,687
-19,922
6
$59.1M 2.91%
381,780
-7,320
7
$40.6M 2%
877,082
+1,215
8
$36.8M 1.81%
92,407
-12,091
9
$34.5M 1.7%
146,187
+1,090
10
$29.8M 1.47%
362,866
+123,216
11
$29.2M 1.44%
176,093
+19,684
12
$29M 1.43%
280,860
-4,120
13
$28.3M 1.39%
217,560
+29,339
14
$25.7M 1.27%
523,746
+19,166
15
$23.6M 1.16%
59,564
-3,955
16
$22.9M 1.13%
85,239
+4,159
17
$22.4M 1.11%
92,303
-4,807
18
$22.2M 1.1%
169,065
+7,597
19
$21.9M 1.08%
211,700
-2,640
20
$20.7M 1.02%
509,332
-17,806
21
$20.5M 1.01%
319,921
-6,982
22
$19.9M 0.98%
402,538
+94,751
23
$19.9M 0.98%
78,012
-2,262
24
$19.2M 0.94%
305,638
+34,809
25
$18.4M 0.91%
361,422
-251,323
1
2 3 4 5