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
$4.9B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.2M
3
+$11.1M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$10.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.03M

Top Sells

1
+$10.2M
2
+$4.65M
3
+$3.48M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.24M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.43M

Sector Composition

1 Technology 3.65%
2 Financials 2.57%
3 Consumer Discretionary 2.24%
4 Industrials 2.18%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.3M 0.03%
4,237
+528
227
$1.3M 0.03%
25,871
+8
228
$1.27M 0.03%
4,174
-15
229
$1.27M 0.03%
8,547
+506
230
$1.25M 0.03%
10,485
-756
231
$1.21M 0.02%
15,798
-81
232
$1.21M 0.02%
69,066
-573
233
$1.21M 0.02%
8,091
+60
234
$1.2M 0.02%
37,407
-957
235
$1.18M 0.02%
12,206
+6,670
236
$1.17M 0.02%
42,142
+2,131
237
$1.17M 0.02%
16,881
-1,794
238
$1.17M 0.02%
7,282
+865
239
$1.16M 0.02%
12,192
-211
240
$1.16M 0.02%
16,222
-459
241
$1.16M 0.02%
36,798
+2,775
242
$1.14M 0.02%
3,900
+20
243
$1.14M 0.02%
+59,683
244
$1.13M 0.02%
26,089
-74,586
245
$1.13M 0.02%
5,053
-224
246
$1.12M 0.02%
5,432
+87
247
$1.12M 0.02%
9,215
-1,077
248
$1.11M 0.02%
39,328
-3,732
249
$1.1M 0.02%
13,681
+1,190
250
$1.1M 0.02%
6,443
+1
8 9
10
11 12