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
$5.07B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$35.3M
3
+$23.3M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$10.9M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$10.5M

Top Sells

1
+$18.3M
2
+$15.2M
3
+$7.48M
4
XOM icon
Exxon Mobil
XOM
+$7.43M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$5.38M

Sector Composition

1 Technology 4.55%
2 Communication Services 2.72%
3 Financials 2.61%
4 Consumer Discretionary 2.46%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.48M 0.03%
3,788
+2
227
$1.47M 0.03%
9,799
-46
228
$1.43M 0.03%
62,450
-1,000
229
$1.43M 0.03%
10,796
-1,548
230
$1.42M 0.03%
5,457
+20
231
$1.41M 0.03%
2,585
-22
232
$1.4M 0.03%
46,974
+198
233
$1.39M 0.03%
5,617
-991
234
$1.36M 0.03%
6,747
+212
235
$1.35M 0.03%
12,149
-98
236
$1.33M 0.03%
12,528
+448
237
$1.26M 0.02%
9,651
+655
238
$1.26M 0.02%
14,579
+10,165
239
$1.26M 0.02%
42,526
-20,665
240
$1.25M 0.02%
7,891
-195
241
$1.24M 0.02%
2,854
+4
242
$1.18M 0.02%
63,772
-2,500
243
$1.16M 0.02%
68,543
+6,955
244
$1.13M 0.02%
12,854
-176
245
$1.11M 0.02%
14,258
+2,991
246
$1.1M 0.02%
3,014
+330
247
$1.1M 0.02%
10,868
-911
248
$1.09M 0.02%
25,837
249
$1.08M 0.02%
9,091
+1,333
250
$1.08M 0.02%
26,107
8 9
10
11 12