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
$7.06B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$23.4M
3
+$21.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$10.6M

Top Sells

1
+$3.85M
2
+$3M
3
+$2.98M
4
LMT icon
Lockheed Martin
LMT
+$2.82M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.66M

Sector Composition

1 Technology 4.02%
2 Financials 1.92%
3 Communication Services 1.9%
4 Consumer Discretionary 1.87%
5 Industrials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.75M 0.02%
7,940
+177
227
$1.75M 0.02%
26,983
-521
228
$1.71M 0.02%
5,968
+789
229
$1.7M 0.02%
25,871
230
$1.64M 0.02%
53,286
+333
231
$1.64M 0.02%
35,628
-180
232
$1.62M 0.02%
48,141
+665
233
$1.61M 0.02%
14,600
-1,346
234
$1.6M 0.02%
14,196
+95
235
$1.59M 0.02%
55,504
+1,917
236
$1.59M 0.02%
21,210
+1,611
237
$1.58M 0.02%
31,391
+9,591
238
$1.57M 0.02%
6,175
-101
239
$1.57M 0.02%
7,862
+313
240
$1.54M 0.02%
63,418
+720
241
$1.54M 0.02%
5,796
-230
242
$1.51M 0.02%
6,752
+157
243
$1.48M 0.02%
2,655
+37
244
$1.48M 0.02%
45,984
+3,937
245
$1.48M 0.02%
10,420
+7,092
246
$1.47M 0.02%
41,926
+1,848
247
$1.44M 0.02%
30,035
-6,163
248
$1.43M 0.02%
3,924
+100
249
$1.43M 0.02%
30,165
+3,057
250
$1.41M 0.02%
73,194
+4,197
8 9
10
11 12